RATIONAL FUNDS RESEARCH
Webinar: Why Traditional Fixed Income Alone May No Longer Be Enough
CE Credit:
Please join Catalyst Funds & Rational Funds for a CE webcast and Q&A with our Portfolio Management teams. We will seek to educate our audience on recent changes within the traditional fixed income environment and how alternatives are used to diversify a portfolio.
Key Takeaways
- Historically, traditional fixed income has acted as a counterbalance to equity exposure. This relationship broke down in 2018 for the first time in the history of the Barclay’s Aggregate Index going back to 1976.
- Many bond portfolios are under-exposed to the broader fixed income universe. This is problematic as it could lead to a lack of diversification, which could result in higher risk and lower overall returns for investors.
- How to diversify traditional fixed income allocations via floating rate loans and Commercial Mortgage Backed Securities (CMBS).
4477-NLD-4/4/2019
