Fixed Income Investing As The Fed Cuts Rates

This session will explore the fundamentals of fixed income allocations and evaluate possible opportunities based on current market conditions. We will show you how to effectively allocate fixed-income assets to balance risk and return on a relative value basis, support long-term financial planning goals, provide adequate income generation, and optimize portfolio diversification. Attendees will learn how to provide practical guidance to their clients in navigating both risks and opportunities associated with changes in interest rates, credit spreads, market volatility, and sub-asset class valuation amidst a changing central bank policy.

Learning Objectives 

• Understand the fundamentals of the fixed income markets in the current economic environment 
• Identify appropriate asset allocation strategies for fixed-income portfolios based on current market conditions
• Develop investment approaches that align with financial planning goals and expectations