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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
Remain cognizant of the risks in fixed income
 
  • As investors reach for yield, it is important they keep in mind that different sectors of the fixed income market will react differently to rising interest rates.
  • Although some parts of the fixed income market offer more attractive yields than Treasuries or high-quality corporate bonds, a higher yield implies a riskier investment, highlighting the importance of diversification and diligent research.
Discussion Slides
Interest Rates and Inflation
Fixed Income Yields and Returns
Fixed Income Sector Returns

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