The State of Modern Fixed Income Portfolios

Thanks to falling interest rates and product innovation, fixed income has recently taken center stage in investment portfolios. In this newer and potentially disorienting environment of evolving markets, allocating toward diversifying fixed income assets may defy the key purpose of the asset class: to add ballast to an overall portfolio during equity market selloffs. In this article, our Portfolio Construction Services team discusses how this trend has manifested in advisor portfolio allocations and how the simplest solution for advisors may be rooted in maintaining a goals-based allocation approach.

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A Growing Divide Between Advisors

Throughout our advisor consultations, these types of dispersions are frequently top of mind. Over the thousands of these consultations, we’ve seen a wide array of fixed income allocations and categorize them across these main categories: