What if you could target more consistent income — in any bond market? By looking beyond the bond benchmark and broadening your fixed-income allocation, you enhance your potential to achieve your clients’ financial goals. That is the premise behind the concept of strategic beta ETFs, which my guest today, Gene Tannuzzo, will discuss.
Rates are likely to continue being low for a long period of time. Where can bond investors turn for income? Diversifying with credit in fixed income can improve a strategy’s potential to deliver income, provide capital appreciation and help defend against risk. Different from simply cap-weighting, applying certain factors in a rules-based approach can improve outcomes. Given recent market volatility, investors are encouraged by these alternative fixed-income strategies. Join our experts as they provide an in-depth discuss that will cover:
· Uncovering the most attractive risk-adjusted returns for your clients· Multi-sector / multi-factor solutions· Positioning portfolios to exploit pockets of yield, quality and liquidity
Making sense of the complex global economic environment is essential for advisors, at least for the very important reason of being able to intelligently answer their clients’ questions. Today, the greatest uncertainties are in Fed policy, China and Brexit. We hear from Gene Tannuzzo, whose job it is to make sense of those issues for advisors and their clients.
Gene Tannuzzo explains why a strategic beta approach makes a lot of sense in fixed income, particularly relative to traditional passive strategies.
The Federal Open Market Committee is expected to begin the process of reducing the Fed’s balance sheet. Here’s what it may mean for investors.