Low rates have changed the role fixed income plays in portfolios


Manage episode 248319199 series 1065351
بواسطة Collective Wisdom from HighTower’s Global Investment Solutions and HighTower’s Global Investment Solutions، اكتشفه Player FM ومجتمعنا ـ حقوق الطبع والنشر مملوكة للناشر وليس لـPlayer FM، والصوت يبث مباشرة من خوادمه. اضغط زر الاشتراك لمتابعة التحديثات في Player FM، أو ألصق رابط التغذية الراجعة في أي تطبيق بودكاست آخر.

Jeremiah Reithmiller of Sarian Strategic Partners and Steve Tresnan of Tresnan Ferst Wealth Advisors cite data showing that fixed income is no longer the same kind of buffer for equities in troubled times. But in this re-broadcast of a past Collective Wisdom episode, the two advisors come up with different solutions for balancing rate risk with the need to provide an equity hedge. While Reithmiller uses a traditional barbell-style strategy to give his clients balance, Tresnan looks more to private credit in order to diversify and achieve better balance.

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