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:
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.
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.
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?
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?
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.
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.
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.
Founder and CEO
Managing Director, Global Head of Client Portfolio Management for Equity Solutions
Goldman Sachs Asset Management
Vice President, ETF Specialist
Chief Operating Officer
Fixed Income Portfolio Manager
T. Rowe Price
Fixed Income Investment Director
Head of Active Fixed Income Product
Senior Fixed Income Specialist
Global Fixed Income CIO/Co-Head of Investment Committee
RiverFront Investment Group
Chief Operating Officer - North America Distribution, Head of Strategic Beta
Vice President, Fixed Income Strategist
Co-Founder and Managing Partner
Managing Director - Investment Strategy
Head of Research
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