• / Free eNewsletters & Magazine
  • / My Account
Home>How to Stress-Test a Portfolio's Interest-Rate Sensitivity

How to Stress-Test a Portfolio's Interest-Rate Sensitivity

Morningstar Articles

Tue, 9 Nov 2010

Following this rule of thumb might serve you well in case interest rates go up.

Related Videos

  1. Practical Strategies for Today's Bond Market

    The outlook for bonds is just as cloudy as ever, but Morningstar's Miriam Sjoblom and Marta Norton offer helpful tips for setting the right expectations and creating a game plan in today's challenging bond market .

  2. What to Do With Bonds Today

    Given the difficulty of timing interest - rate moves, author Rick Ferri recommends a diversified blend of high-quality bonds , high-yield credits, and a touch of TIPS.

  3. Volpert: Less Risk in Intermediate-Term Bonds Than Perceived

    Vanguard's Ken Volpert cautions investors about a rise in short-term rates, and also offers his thoughts on the U.S. debt ceiling as well as Vanguard's TIPS, international- bond , and total bond market funds.

  4. Ferri's 10-Year Market Forecast

    Portfolio Solutions' Rick Ferri expects stocks to return 7% and bonds to yield 2% during the next decade, and he also offers tips on how investors should handle their fixed-income positions.

Upcoming Events
Conferences
Webinars

©2014 Morningstar Advisor. All right reserved.