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Are you wondering if you should sell your bonds and bond funds in a rising rate environment?

 

That all depends on the composition of the fixed income assets you hold and your personal needs and goals. Our review includes:

  • Understanding what you own. Not all fixed income is the same. Different sectors of the fixed income universe have different interest rate and credit risk profiles.
  • Understanding duration risk. Duration is considered a measurement of risk because it has a direct relationship with price volatility.
  • Understanding interest rate volatility and the challenge this creates for investors. We share strategies for mitigating this risk within a diversified portfolio.
  • Download our white paper - 5 Things to Do With a Fixed Income in a Rising Rate Environment - where we explore the above topics and more as we dive into what should be taken into account when investing with fixed income.

 

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