Bonds

P946873 ^SPXTR P941846 chart

The Year in Review: 2022

The past year was challenging with high interest rates and inflation, recession fears and a war which set the stage for nervous investors and downward markets. While all the major equity and fixed income asset classes were down, alternative “enhancer” asset classes had mixed results, supporting a well-diversified portfolio. In addition, a tilt towards quality and value further protected portfolios from experiencing the full decline of the markets.

Inflation and 10 year

Q3:The Status of the Bond Market

This year, interest rates have increased dramatically, leading to significant declines in bond prices. You may be most aware of this if you own a bond mutual fund or ETF.

bond

Bonds Part 1 : Why Should You Hold Bonds?

Bonds are an important part of your portfolio even in a low-rate environment. Here we begin a multipart discussion of bonds with the basics – why they are important.

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