Another period of heightened volatility in the markets reminds us why tax management can be such an essential part of fixed income investing.
Reflecting ongoing uncertainty around inflation and the trajectory of monetary policy, yield volatility posed challenges in 2024. Yet it also highlighted the importance of tax-efficient strategies like loss harvesting in fixed income portfolios.
Volatile interest rates have spurred investment capital into motion. Clients often ask where they should allocate on the yield curve.
