Over the last 30 years, index yield has accounted for nearly all of the Bloomberg U.S. Aggregate Bond Index’s (“Agg”) future total return. As the Agg has trended lower, so has the total return. With the index yield currently at all-time lows it’s clear that, over the next decade, traditional fixed income strategies can no longer do it all.
Chris Wilson, Senior Client Portfolio Manager, Fixed Income, will discuss why today’s environment calls for a new approach to fixed income portfolio construction, including:
• The role, and goal, of a fixed income portfolio
• Going back to square one with the Agg
• Challenges with the Agg today
• Modeling fixed income solutions today
Accepted for one hour of CFP® CE Credit and CIMA®, CIMC®, CPWA® or RMA CE Credit for webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders.