Fixed Income Products and Portfolios

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Fixed Income Products and Portfolios

There are several avenues in which financial advisors can get information regarding Fixed Income products and the benefits those products can bring to a client's objectives. These include investment conferences, financial advisor online communities, financial periodicals targeting advisors, financial advisor education sites, and general business information sites. Specific examples are included under each category and specific content regarding fixed income products is included in the citations.

Investment Conferences

  • An avenue that fixed income investment providers utilize is conferences that discuss fixed income topics, i.e the Inside Fixed Income conference held in San Diego in November presented by Vanguard.

Financial Advisor Online Communities

  • Online communities of financial advisors, such as Advisor Perspectives, feature real-time information on market conditions and how different types of Fixed Income investments may be more suitable for their clients at that specific time.
  • ThinkAdvisor is another online community that offers fixed income advice and education to advisors.

Financial Periodicals Targeted to Advisors

Financial Advisor Education Websites

  • Online financial advisor education sites such as Investmentnews.com feature articles on fixed income products, including new fixed income products being introduced.
  • Wealthmanagement.com is another popular education site which features trends in advisor strategies in fixed income fund management.

General Business News Websites


Sources
Sources

Quotes
  • "Many clients who are looking past bonds are now considering dividends to generate more income from their portfolio, said Scott A. Bishop, CPA/PFS, CFP, executive vice president of financial planning with STA Wealth Management."
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  • "More financial advisors are using life insurance and annuities for fixed income."
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  • "Speakers and advisors discussed trends and issues at the Inside Fixed Income conference held in San Diego in November"
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  • "Taking an active approach to managing fixed income investments, as opposed to relying on passively managed, index-based products, is gaining traction among both asset managers and financial advisors."
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  • "Although defaults are known to be quite low in the municipal bond space relative to corporate bonds, when you have limited supply and record inflows, larger municipal bond funds have historically struggled to be discerning when it comes to credit selection to keep up with the demand. Although they may warrant a place in an investor’s tax efficient portfolio, be mindful of outsized high yield municipal bond funds that have increased their positions in lower rated and—more importantly, non-rated issues—which could magnify drawdowns if and when the markets become unhinged."
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  • "VanEck plans to wade deeper into sustainable investing with the launch of what appears to be the first-of-its-kind municipal bond exchange-traded fund."
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  • "Americans who already held about $1.9 trillion of state and local debt poured another $113 billion into mutual funds focused on the securities since early 2019,"
Quotes
  • "This year could be a turning point, however. It could be “the first time [that] climate change risks will be priced into some bonds … the most directly affected bonds,"
Quotes
  • "In 2019, investors poured $1 trillion into bond funds globally even as yields remained stubbornly low. In this macro-focused discussion, our panelists will share their outlooks for economic growth, inflation and interest rates and reveal where there still might be pockets of value for bond investors."
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