Stepping Up Resiliency of Fixed Income Portfolios
Rising Rates, Resilient Portfolios
How to build a resilient bond portfolio amidst today’s uncertainty is explained by Matt Eagan, Co-Head of Loomis Sayles’ Full Discretion Team.
In this video, Eagan explains how the Full Discretion Team is finding opportunities across global markets to add resiliency to fixed income portfolios. Topics he covers include:
- Is the worst of the interest rate rise behind us?
- What risks should investors consider now, after the worst adjustment is likely over?
- What might a resilient fixed income portfolio look like today?
- How might investors go about balancing interest rate and credit risk?
Fixed income securities may carry one or more of the following risks: credit, interest rate (as interest rates rise bond prices usually fall), inflation and liquidity.
This material is provided for informational purposes only and should not be construed as investment advice. The analysis and opinion expressed represent the subjective views of Matt Eagan as of May 2022 and may change based on market and other conditions. There can be no assurance that developments will transpire as forecasted. Actual results may vary.
Unlike passive investments, there are no indexes that an active investment attempts to track or replicate. Thus, the ability of an active investment to achieve its objectives will depend on the effectiveness of the investment manager.