Why Is My Fixed Income Down?
A dramatic rise in interest rates has produced historically large losses in the bond market within a very short period of time. Bonds can still play that traditional allocation role, despite these headwinds, if managed properly....
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Are You Chasing Yield in Fixed Income?
Interest rates and risk premiums (credit spreads*) are both very low. This has caused some investors to chase yield via more aggressive fixed income opportunities without appreciating the incremental risk associated with those decisions....
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Fixed Income Investors Need A Wake-Up Call
Bond investors are in need of a wake-up call. Most don’t pay enough attention to their fixed income portfolios. Investors assume that their bonds are safe and that there are only a few options for building a safe portfolio. We address both of these potentially dangerous assumptions....
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Fixed Investors Are Playing With Fire
Many investors do not realize they are playing with fire in the fixed income portion of their portfolios by choosing to own common, high quality investment grade bonds. These investors are likely to be disappointed and could lose money in the next year or two....
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Seven Warning Signs Your Bond Portfolio May be Yielding Under 1%
The yields on such securities have declined dramatically and many are now 1% or even less. Many investors do not realize this, however, because they are looking at their coupons....
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Our Outlook For Bond Investing
The bond market rally leaves fixed income investors in 2020 struggling to find yield. Patience and discipline will be our 2020 marching orders for clients....
Read More >Bonds, Bonds Everywhere, But Little Yield to Buy
A look into ACM's fixed income outlook and current management objectives....
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