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Fixed Income Insights
CLOs: An Attractive Floating-rate Option in a Rising Rate Environment
Curated content for RIAs.
In a rising rate environment, fixed income investors need a floating rate option. CLOs may provide the flexibility investors need to respond and benefit from potential rate hikes.
Fixed Income Insights
Munis and infrastructure
This piece is approved to use with clients.
Portfolio managers Ann Ferentino and Patrick Strollo discuss policy and the impact on municipal bonds with guest Dan Clifton of Strategas.
Fixed Income Insights
[Replay]Managing Retirement Income - in 2021 and Beyond
Hear from Nuveen and Envestnet as they dive into the potential obstacles clients will face when trying to generate enough income to maintain their lifestyle without exposing their assets to too much risk.
Leveraging Technology & Data
Drew Propson: Head of Technology and Innovation in Financial Services at the World Economic Forum
In this episode, Drew provides her global perspective on how technology is shaping the future of wealth management, which tech driven solutions have been overhyped, and which are underrated!
Fixed Income Insights
The Dire Outlook for Bonds in the Wake of COVID-19
This piece is approved to use with clients.
This brief update revisits the main tenets of “The Bleak Future of Bonds” paper and provides updates to some key numbers in the aftermath of the COVID-19/coronavirus crisis and what this means for portfolio construction going forward.
Leveraging Technology & Data
Accelerating the WealthTech Transformation
An Envestnet report illuminating opportunities ahead. 5 key themes for 2021 and beyond.
Leveraging Technology & Data
Joel Bruckenstein and Bob Veres: From WealthTech’s effect on Advice to Survival of the “Most Authentic”
In this episode, The industry legends share top insights and learnings from their recently released Technology Survey and how they impact industry trends overall, provide guidance to advisors of all sizes and more.
Fixed Income Insights
June 2021 BMO Fixed Income Market Update
This piece is approved to use with clients.
U.S. GDP estimates released in May showed the economy grew 6.4% in the first quarter, unchanged from the prior estimate and modestly below expectations.