FolioBeyond

Research, market insights, press releases and documents for professional investors — from C8 Technologies and our global index and research partners.

FOLIOBEYOND FIXED INCOME COMMENTARY FOR Q1 2022

Insight 22 April 2022 · Jon Webb · 1 file(s)

The historic adjustment that the fixed income market is undergoing is long overdue. Negative real rates, pent-up inflationary and labor market pressures, continued supply chain bottlenecks, and possible aggressive Fed tightening were bound to result in a massive reversal of the long-term bull market. While we have witnessed dramatic moves higher in interest rates during the first quarter of 2022, we believe this is likely to be the early innings of a more significant repricing of various asset classes until a temporary equilibrium is reached.

#Bonds #FolioBeyond #US

Choosing a Fixed Income Allocation with Portfolio Optimization

Insight 8 October 2021 · Sarah Grieco

With inflation debated daily among investment professionals and media reporters, it is virtually impossible to predict interest rate movement or the economic landscape. Given that many retail investors focus on equity investments, choosing a fixed income allocation can be particularly difficult given the lack of accessible tools and models. As interest rates and inflation expectations evolve, a tactical rules-based approach to portfolio optimization can help provide investors with a flexible fixed income allocation in different scenarios.

#Alerian/ S-Network #FolioBeyond #Long Only