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Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise on improving trade, shifting Fed outlook
This piece is approved to use with clients.
U.S. Treasury yields rose dramatically last week, led by longer maturities. Several maturity ranges experienced their largest weekly increase since late 2016. Investor sentiment was bolstered by an improving outlook for U.S./China trade and near certain expectations for another Federal Reserve (Fed) rate cut this week.
Fixed Income Insights
Weekly Fixed Income Commentary: Positive investor sentiment buoys yields
This piece is approved to use with clients.
U.S. Treasury yields rose last week as investor sentiment improved, led by longer maturities. After a soft start due to weak U.S. manufacturing data and geopolitical concerns, market sentiment was boosted by improved prospects for Brexit and a sense of easing tensions in Hong Kong and U.S./China trade talks.
Leveraging Technology & Data
Advisor Summit 2019 Session Preview: Better Client Outcomes Start with a 360 Degree View
Watch the overview of this session from the Envestnet Advisor Summit 2019.
Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Advisor
The growth of fee-based advice has led to a more holistic approach of consulting with today’s individual investor. Because of the efficiency and improved outcome of the
approach, holistic offerings as well as the use of goal-focused service is here to stay and the centerpiece that drives the approach is account aggregation.
Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Investor
This piece is approved to use with clients.
Investors today have very complex financial lives. It is not uncommon for an individual or couple to have bank checking accounts, savings accounts, retirement accounts (401k, 403b, Roth IRA’s), investment accounts, etc., spread across multiple institutions, multiple platforms and multiple advisors. This situation makes securing a comprehensive financial plan difficult.
Fixed Income Insights
Rx for high-SALT investors: municipal bonds
Municipal bonds can be beneficial, particularly in high-tax states.
Fixed Income Insights
Late Cycle Investing Part 3: Diversifying fixed income portfolios
This year has provided a wake-up call to fixed income investors that, yes, interest rates can rise and they can rise quickly. While the sharp increase in Treasury yields dented total returns on diversified fixed income portfolios, we believe it will still be possible to earn good returns over the next few years.
Fixed Income Insights
The Case for Investing in U.S. Municipal Bonds
Municipal bonds have historically appealed mainly to investors subject to U.S. federal and state income taxes. However, investors not subject to these taxes, such as non-U.S. investors, are showing increasing interest in the asset class.