Income Strategy Symposium

October 27, 202311am ET / 8am PT

Overview

The bond market has entered an era few advisors have experienced – one of rising rates. After a series of Fed rate hikes, investors can earn 5% or more in risk-free Treasury securities. But there's compelling opportunities in a range of sectors and across the yield curve. In this interactive virtual event, we will cover:

The economic outlook for 2024 and beyond.

The risks and opportunities in Treasury securities, corporate and municipal bonds, and other sectors.

How to conduct diligence on actively managed bond funds and alternative-income funds.

Agenda

11:00 AM ET

Where Are Advisors Allocating Assets?

Are advisors increasing their allocations to fixed income ETFs? Where are those allocations coming from, and which bond market sectors are advisors finding attractive? We’ll look at the trends in ETF flows this year to understand what your peers are doing and talk about tax loss harvesting too.
11:20 AM ET

Are Investors Compensated for Credit Risk?

High-yield bonds have been one of the top-performing sectors in 2023. But are their spreads still attractive relative to investment-grade bonds? We’ll look at spreads across the credit spectrum to understand if investors are adequately compensated for risk and what sectors look most appealing.
11:40 AM ET

Calling on Equity Income Strategies To Provide an Alternative

While many turn to bonds for their income needs, a growing universe of funds use options to provide elevated yields. What are the rewards of doing so and where can these strategies fit into a broader portfolio?
12:05 PM ET

The Growing Popularity of Active Funds

Actively managed fixed income strategies are helping advisors navigate the bond market. What makes these funds different than an index based approach? How are active managers positioned heading into 2024?
12:25 PM ET

Where to Look Outside of Bonds for Tax-Efficient Income?

Bonds play a key role in a client portfolio offering a lower-risk alternative to stocks. But a growing universe of funds provides tax-efficient income without credit or interest rate risk. Join us to learn about them.
12:45 PM ET

The Risks and Opportunities of Municipal Bonds

Advisors have increasingly embraced municipal bonds. Are they still attractive for high-income individuals? How secure is financing at the state and city levels, and what are the default risks? We’ll look at the tradeoffs investors face when evaluating municipal bonds.
1:05 PM ET

Generate Income and Reduce Equity Risk At Same Time

Investing in equities usually comes with higher risks. However, there are ways to lower volatility, generate income, and participate in potential capital appreciation without owning bonds. We will look at some growth and income strategies offering much needed stability.