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

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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
Take a balanced and diversified approach to fixed income investing
 
  • Although increasing exposure to credit-sensitive sectors such as high yield can help generate additional income, it is imperative that investors remain balanced and diversified within their fixed income exposure.
  • Investors can diversify their fixed income exposure by holding positions inside and outside of the United States, as well as in currencies other than the dollar, in an effort to help mitigate unexpected market volatility.
  • Investors should not only consider diversifying the sectors they are exposed to, but also the management styles within those sectors.
Discussion Slides
Interest Rates and Inflation
Fixed Income Yields and Returns
Fixed Income Sector Returns

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