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Portfolio Discussions

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

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    Guide to the Markets
     
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Diversifying fixed income

Investing beyond traditional "core" U.S. investment grade bonds into core complement and extended sectors may provide benefits regardless of the rate and inflationary environments.

Economic Expansions and Recessions
Interest rates are near multi-decade lows, presenting new risks for investors focused on more traditional areas of the U.S. bond market
 
  • The yield on the 10-year Treasury remains near its 30-year low, delivering investors minimal real returns after accounting for inflation.
  • Despite modest drops of late, interest rates are expected to eventually rise, presenting risks for investors heavily allocated to core bonds alone.
Discussion Slides
Interest Rates and Inflation
Fixed Income Yields and Returns
Fixed Income Sector Returns

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