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Global Opportunities for Fixed Income Investors
Perspectives Content Submission
Fri, 19 Oct 2012
We believe an effective, diversified, risk-managed fixed income investment approach for longer-term investors with at least a moderate degree of risk tolerance should incorporate both U.S. and non-U.S. exposure. We explain why. Global Strategies Can Help Address Investor Needs Two key questions tha…
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.
Vanguard's chief economist, Joe Davis, cautions investors who turn to equities to replace bond income and also offers some vehicles for short- and long-term inflation protection.
Sage's Rob Williams says such income strategies offer the benefits of investing outside the bondmarket altogether and into REITs, MLPs, and dividend-paying stocks.