Positioning your fixed income portfolios for 2024
Investors in 2023 faced numerous market challenges, including volatility, increasing rates, geopolitical events, and persistent inflation. So, what's on the horizon for the next year? Have interest rates hit their peak? And if they have, how much duration should you be adding to your bond portfolio?
In the upcoming webcast, Invesco and VettaFi will highlight key investment themes to help financial professionals target income ideas to diversify and enhance their client portfolios for 2024.
Topics will include:
- An overview of the current market environment and investment themes to watch in 2024.
- A primer on bond positioning, the U.S. dollar, corporate credit, and municipal bonds markets.
- An exploration of fixed income strategies to help target prevailing themes of the new year.
- How financial professionals can incorporate targeted income strategies into a diversified fixed income portfolio.
Accepted for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
Brian McMullenFixed Income ETF Strategist
Craig Altholz, CFA®Client Portfolio Manager
Tom LydonVice Chairman