We are selectively adding to BDCs during the drawdown, attracted by median net investment income yields around 13%, while ...
In an era marked by persistent inflation, interest rate volatility, and shifting client priorities, advisors are rethinking the foundations of income generation. While portfolio allocations to ...
We have already stepped into 2026, and discussions with financial planners on 2026 asset allocation strategies are in full swing. Since every asset plays a distinct role in an investor’s portfolio, it ...
As we wrote in our recent Rate and Credit View, the case for global bonds has strengthened as the structure of fixed income markets—and the sources of risk within them—have become increasingly ...
Within fixed income, only variable- and floating-rate exposure added to absolute return. Within equities, US stocks and large-cap growth performed well, while international, mid/small-cap and ...
Active fixed income demand is surging. The secular drivers are increased comfort and adoption by advisors and investors with the category, in addition to the conversion of actively managed fixed ...
Vanguard has broadened its suite of model portfolios for financial advisors with the introduction of two new fixed income offerings. The Risk Diversification Tax-Aware Model and the Income Focused ...
Family offices have increased their investments to developed market fixed income by the largest amount seen in five years, according to a new study by UBS. This was among one of the major shifts seen ...
Building an adequate retirement corpus requires more than making regular National Pension System (NPS) contributions.