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).

Restricted Content

Please log into your account to access Financial Professionals information.


Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Start typing and press Enter to search