This piece is approved to use with clients.
Portfolio Diagnostics Report: Shifting Gears
For traditional fixed income investors, much of the last 40 years have been a relatively enjoyable ride; the 1980s began with double-digit interest rates that have steadily fallen, creating large amounts of bond return and income as well as crisis management along the way. Instead of investors paying a premium for portfolio crisis management, traditional fixed income paid investors that premium.
This report is available as a PDF. To read the full report click the button above to open the report.