Jeffrey Rosenkranz, Fixed Income PM, Featured in Advisor Perspectives
We have been spoiled by the long bull market in U.S. Treasuries, which has driven interest rates lower and facilitated outsized gains in equities and other risk assets. At some point, the party will end and rates will move higher. Advisors must understand the inherent risks, and proactively evaluate alternatives for their fixed income portfolios to manage through successfully.
Rising interest rates can wreak havoc on a client’s fixed income portfolios. Do not be lulled into complacency as the wave of persistently declining rates has allowed any long-only fixed income fund – the blander the better – to generate enviable returns over the last several years.
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