The fixed income portfolio manager says clients need to understand they are never really investing for the long term, but for specific goals usually five to 10 years out—a home, college for kids, retirement—and how fixed income can help.
With recession fears, uncertainty from impeachment and the upcoming presidential election looming, bond and bear funds saw increased flows.
As interest in ESG picks up, these S&P 500-based ETFs should be in demand. But how closely do they track the original index?
Did custodians really factor in how the change would affect advisors?
Consider—and consider closely—intermediate-term bonds.
Concern is mounting that there are catches to this bargain that could surprise investors.
Institutional investment in so-called liquid alternative ETFs -- including products that seek to mirror hedge funds -- will more than double to $114 billion during the next 12 months.