report by BlackRock
Results for ""
Portfolio Construction Insights
Shifting Gears - Moving to a Goals-Based Fixed Income Strategy
For traditional fixed income investors, much of the last 40 years have been a relatively enjoyable ride. This benefit has slowly evaporated over the past 10 years, as rates have plunged to near zero and now extreme market turmoil from the COVID-19 pandemic has put investors at a crossroads: high-quality, traditional fixed income will always be a crucial bedrock for investment portfolios but emerging from this crisis with extremely low – or even negative – government bond rates means this “insurance” might become more expensive. It’s no wonder, then, that many investors are viewing the fixed income implications of the COVID-19 crisis as existential.
Fixed Income Insights
Webcast: Navigating A New Rates Regime
The stimulus actions employed by central banks since the start of the pandemic have dramatically altered the fixed income landscape. Are rates stuck near zero for the foreseeable future, or will inflation and a growing debt mountain force a change?
Fixed Income Insights
Market Overview: Collateralized Loan Obligations
This piece is approved to use with clients.
Collateralized Loan Obligations (CLOs) are managed portfolios of bank loans that have been securitized into different instruments of varying credit risk and thus varying credit ratings.
Fixed Income Insights
High Yield: Passing the Baton from Beta to Alpha
Global Head of Portfolio Construction and Strategy Adam Hetts talks to Seth Meyer and Tom Ross, portfolio managers on the high-yield bond strategies, about how with credit spreads gradually tightening, returns will likely become less about market direction (beta) and more about identifying individual opportunities (alpha).
Fixed Income Insights
Positioning for Higher Yields
This piece is approved to use with clients.
With higher government bond yields looking increasingly likely, Head of U.S. Fixed Income Greg Wilensky explains why investors should consider how much interest rate risk they have in their portfolios, and make sure it is appropriate for their needs.
Tax Management
2021 Financial Planning Limits and Tax Rate Schedules
This piece is approved to use with clients.
Addressing the complexities of financial planning can be difficult.
Fixed Income Insights
2021 Market GPS: Fixed Income Outlook
Market behaviour in 2020 was all about flows: liquidity flooding the markets, a disease travelling through the population, global supply chains reconfiguring, and technology streaming work and entertainment to the masses. Jim Cielinski, Global Head of Fixed Income at Janus Henderson, explains that fixed income is sensitive to flows, and their direction in 2021 will help determine how the asset class navigates the year ahead.