Use the Guide
Browse the Guide
Portfolio Discussions
Dr. Kelly's Review
Use the Guide
Guide to Retirement
Discussions
Client Presentation
Headlines
Employment & the Fed
Navigating fiscal uncertainty
European Markets
U.S. Recovery
Headlines
Employment & the Fed
Navigating fiscal uncertainty
European Markets
U.S. Recovery
Featured Topics
Fixed Income
U.S. Equities
Income Opportunities
Global Growth
Looking for other topics? Visit the Library
Choose a Shortcut
Home Insights Guide to the Markets Portfolio Discussions

Portfolio Discussions

Use select charts from the Guide to the Markets to engage in portfolio discussions.

  • Download the Guide
     
    Guide to the Markets
     
    "On the Bench Appendix"
     
 
Download Problems? Click here

Fixed income

With interest rates at historic lows, investors have been forced to search beyond traditional fixed income in an effort to maintain or increase the cash flow from their portfolios. Investors can increase yield by diversifying across core, core complement and extended sectors, including credit-sensitive sectors such as corporate bonds.

Economic Expansions and Recessions
Interest rates are at historic lows
 
  • Following a 30-year bull market in bonds, interest rates are at historic lows. After adjusting for inflation, real interest rates are actually hovering near zero.
  • Low interest rates may make borrowing more attractive, but they also affect the amount of income that portfolios generate, an important issue for investors who need cash flow.
  • Traditional sources of income have dried up, forcing investors to search elsewhere as they attempt to maintain a stream of income.
Discussion Slides
Interest Rates and Inflation
Fixed Income Yields and Returns
Fixed Income Sector Returns

Download Discussion