UPDATE: Here's why investors should 'mind the gap' between bonds and stocks
While both Scout funds have had success scouring battered parts of the fixed-income market , Unconstrained Bond will go negative or short duration while Core Plus Bond will not.
Unless specified otherwise, all performance and market data are sourced from Bloomberg. For all indices, performance reflects total returns which is change in price plus reinvested dividends and/or interest, if any. MSCI index total returns are shown net of dividend withholding taxes.
Three experts discuss whether tactical strategies have merits.
Allocating the bond portion of a portfolio to a core index strategy might bring unintended consequences.
Now slimmed down considerably, Carlisle should again seek bolt-on acquisitions at the right prices.