With corporate spreads tight and rate cuts anticipated or in play, how should fixed-income investors position their portfolios? Sandro Croce, CIO of Fixed Income, and Philipp Burckhardt, CFA, Fixed Income Strategist and Senior Portfolio Manager, explain their appetite for duration and credit risk in the Q3 issue of Alphorum. Since the diversifying impact of US Treasuries is limited to growth shocks, Anando Maitra, PhD, CFA and Jamie Salt, CFA from our Systematic Research team investigate an alternative, low-cost hedge to defend fixed-income portfolios in a range of adverse scenarios. More here: http://spkl.io/60404CyS8 #duration #credit #fixedincome <Marketing communication>
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In this video update we explain why bond yields have gravitated higher this year and what this might mean for fixed income investors. If you'd like to review your fixed income portfolio let's chat. https://bit.ly/3S1fqVL #ICG #InspireConfidence #SimplifyLife #ReduceStress #WealthPreservation #InspireConfidenceGroup #AmeripriseFinancial
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Presently, investors have enjoyed the joys of a dual income stream from Bond placements, benefitting from both capital gains (the variance between par value and face value) and coupon rates. Recent changes have introduced a revised computation of earnings on GRZ Bonds. The changes and effects have been outlined below. For Investment Advisory and Wealth Management services, get intouch with us on [email protected] Follow Money Acumen Advisory for market updates. #MoneyAcumen #Thoughtfulinvesting #BoZ #GRZBonds
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Presently, investors have enjoyed the joys of a dual income stream from Bond placements, benefitting from both capital gains (the variance between par value and face value) and coupon rates. Recent changes have introduced a revised computation of earnings on GRZ Bonds. The changes and effects have been outlined below. For Investment Advisory and Wealth Management services, get intouch with us on [email protected] Follow Money Acumen Advisory for market updates. #MoneyAcumen #Thoughtfulinvesting #BoZ #GRZBonds
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2 × Linkedin Community Top Voice • CA Intermediate • 200k + Impressions • DSEC'23(B.COM HONS.) • Featured Co-Author in Tajurbaa(An Anthology)
📈 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: 𝗙𝗶𝘅𝗲𝗱 𝗗𝗲𝗽𝗼𝘀𝗶𝘁 𝘃𝘀. 𝗠𝘂𝘁𝘂𝗮𝗹 𝗙𝘂𝗻𝗱𝘀 Ever wondered where to park your hard-earned money for optimal returns? In the dynamic world of finance, choosing the right investment avenue is crucial. Let's explore the age-old debate of Fixed Deposits (FD) vs. Mutual Funds (MF) : 🏦 Fixed Deposits: Fixed Deposits have long been the go-to for risk-averse investors. The allure of a fixed interest rate and capital protection is undeniable. However, with interest rates often trailing inflation, the real returns may not always keep pace with your financial goals. 💹 Mutual Funds: Mutual Funds, on the other hand, embody the spirit of diversification. By pooling funds from various investors, they invest in a variety of securities, spreading risk. This strategy aims to provide higher returns, but it comes with the volatility inherent in market dynamics. 👉🏻Let's understand things better through the given below illustration and key takeaways. #MutualFunds #FixedDeposits #finance #financetips #investment #invest #invest
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“About 50% of the investable bond market now extends beyond the index. Restricting yourself to a subset of investment opportunities overlooks potentially high-quality options available elsewhere.” Great perspectives from Co-Portfolio Managers, Tom Carney and Nolan Anderson on how we are finding fixed income opportunities today and the value of active management! #fixedincome #bonds #investing
𝐋𝐨𝐨𝐤𝐢𝐧𝐠 𝐭𝐨 𝐭𝐚𝐤𝐞 𝐚𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞 𝐨𝐟 𝐮𝐧𝐭𝐚𝐩𝐩𝐞𝐝 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬 𝐢𝐧 𝐭𝐨𝐝𝐚𝐲'𝐬 𝐞𝐯𝐨𝐥𝐯𝐢𝐧𝐠 𝐛𝐨𝐧𝐝 𝐦𝐚𝐫𝐤𝐞𝐭? Weitz co-heads of fixed income Tom Carney and Nolan Anderson sat down with Bill Hortz of the Institute for Innovation Development, to discuss: ►How they're navigating the complexities of today's evolving bond market ►The impact of regulatory changes post the Great Financial Crisis ►The need for enhanced due diligence in security evaluation ►The importance of leveraging a flexible investing mandate to capitalize on a changing opportunity set ►And much more! #fixedincome #investing #bondmarket https://hubs.la/Q02GzYvW0
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•“About 50% of the investable bond market now extends beyond the index. Restricting yourself to a subset of investment opportunities overlooks potentially high-quality options available elsewhere.” Great perspectives from Tom and Nolan on how we’re finding fixed income opportunities today and the value of active management! #fixedincome #bonds #investing
𝐋𝐨𝐨𝐤𝐢𝐧𝐠 𝐭𝐨 𝐭𝐚𝐤𝐞 𝐚𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞 𝐨𝐟 𝐮𝐧𝐭𝐚𝐩𝐩𝐞𝐝 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬 𝐢𝐧 𝐭𝐨𝐝𝐚𝐲'𝐬 𝐞𝐯𝐨𝐥𝐯𝐢𝐧𝐠 𝐛𝐨𝐧𝐝 𝐦𝐚𝐫𝐤𝐞𝐭? Weitz co-heads of fixed income Tom Carney and Nolan Anderson sat down with Bill Hortz of the Institute for Innovation Development, to discuss: ►How they're navigating the complexities of today's evolving bond market ►The impact of regulatory changes post the Great Financial Crisis ►The need for enhanced due diligence in security evaluation ►The importance of leveraging a flexible investing mandate to capitalize on a changing opportunity set ►And much more! #fixedincome #investing #bondmarket https://hubs.la/Q02GzYvW0
Q&A: Reassessing Opportunities in the Evolving Bond Market
weitzinvestments.com
