Stephen B. Packer
We believe the answer is generally yes which is why we maintain a minimum of 5% dedicated to bonds in our portfolios. We have also introduced three other asset classes that are often overlooked in very simple models of Modern Portfolio Theory. The first two include bonds of some emerging ...
Discover why high-quality Asian bonds are a compelling investment and a great way to get income. @RongRenGoh, Eastspring’s fixed income portfolio manager, shares insights on yields, market dislocation, and credit selection. #AsianBonds #InvestmentOpport
One reason why the duration of a portfolio of bonds does not properly reflect that portfolio’s yield curve risk is the duration measure: A. assumes all yields change by the same amount. B. assumes all the bonds have the same discount rate. C. ignores D. ifferences in coupon rates ...
A robust portfolio is one that combines different types of investments, and asset classes, each with varying levels of risk. The primary asset classes include stocks, bonds, and cash alternatives. Stocks, while offering a greater potential for growth, carry higher risk. Bonds are typically less ...
Building a simple diversified portfolio A basic diversified portfolio could be as simple as holding a broadly diversified index fund such as one based on the Standard & Poor’s 500 index, which owns stakes in hundreds of companies. But you’ll probably want some exposure to bonds as well to...
Here's a look at Fidelity's largest and best-performing equity mutual funds for long-term investors. Tony DongMarch 4, 2025 9 Best Performing 401(k) Funds This collection of solid active funds spans various investment strategies and works in a "set it and forget it" portfolio. ...
Cisco has been very resilient to the recent ups and downs in the stock market and its recent earnings have further decoupled the stock from the markets.
Why should investors be aware of the trading volume for bonds in their portfolio?Question:Why should investors be aware of the trading volume for bonds in their portfolio?Bonds:Bonds are fixed-income securities that will contribute a stable stream of periodic payments within a g...
Below are seven reasons why bonds –UK government bonds– might earn a place in a portfolio, despite the superior prospects of a 100% equity portfolio. Note that I’m not debating here whether bonds look good or bad value right now. We’ve covered thatelsewhere. (Executive summary: They ...