Neil Sethi’s Post

Fixed income now offers attractive opportunities not seen since pre-2008. New investors can secure 5-6% investment grade yields and fixed income returns could compete with equities over the next few years. Download our quarterly chart pack for more market and economic charts: https://buff.ly/46ORvht

Fixed income markets are moving further away from post-GFC and post-COVID dynamics. What does it mean for investors? Click below to read our latest Fixed Income 3Q 2024 #Outlook. https://lnkd.in/ee_er7w9

While cash yields are attractive, other sectors may offer even more. A diversified portfolio of higher yielding securities can provide income, effectively paying investors as they wait for the rate cycle to turn. Learn more:

If you need a quick overview of the markets in July and what’s expected in August, check out Commonwealth director, fixed income, Sam Millette’s latest blog post.

Market & Legal Update | November 2023 Review U.S. #stocks experienced their best month in more than a year as #inflation measures continue to cool. The Fed held rates steady, while #economic output exceeded expectations. In #legal news, the Department of Treasury and #IRS issued proposed regulations providing guidance regarding the “long-term part-time employee” (#LTPTE) rules that the #SECURE Act of 2019 first added to the Internal Revenue Code. See how this may impact you from our latest update. https://lnkd.in/gzw9r8uh #MarketCommentary #StockMarket #Retirement

Even after the sharp advances on fixed income asset valuations, we think that 2024 can still offer opportunities for investors to capture performance, tax-efficiency, strong credit quality and diversification through portfolio allocations into municipal securities.

Even after the sharp advances on fixed income asset valuations, we think that 2024 can still offer opportunities for investors to capture performance, tax-efficiency, strong credit quality and diversification through portfolio allocations into municipal securities.

Even after the sharp advances on fixed income asset valuations, we think that 2024 can still offer opportunities for investors to capture performance, tax-efficiency, strong credit quality and diversification through portfolio allocations into municipal securities.

Even after the sharp advances on fixed income asset valuations, we think that 2024 can still offer opportunities for investors to capture performance, tax-efficiency, strong credit quality and diversification through portfolio allocations into municipal securities.

Even after the sharp advances on fixed income asset valuations, we think that 2024 can still offer opportunities for investors to capture performance, tax-efficiency, strong credit quality and diversification through portfolio allocations into municipal securities.