Asset class: Fixed Income

28.06.2021

Is the 60/40 Portfolio Broken?

Is 60/40 portfolio broken? Financial experts, and investors alike, ponder if this approach will meet expectations going forward. The culprit?...

27.05.2021

Return of Higher Inflation 2021

The specter of higher inflation has investors concerned. Swan Global Investments has been concerned about this moment for years. Explore...

13.05.2021

The Dire Outlook for Bonds 2021

Over the coming decade or two, bonds are unlikely to fulfill their dual role of income and capital preservation. Bond...

22.04.2020

Does Fixed Income Need Fixing? The DRS as a Capital Preservation Solution

Traditionally, bonds have played two roles within a portfolio: income and capital preservation. However, the worldwide “new normal” monetary policy...

21.01.2020

Thinking Outside the Mailbox with Systematic Withdrawals

In today’s low-yield world, bonds provide little or no real return, creating significant pressure on the rest of the portfolio...

14.11.2019

The Dangers in High Yield Bonds and Collateralized Loan Obligations (CLOs)

The massive issuance of leveraged loan products and the looser lending standards have increased the risk of high yield bonds...

24.10.2019

The Risks in Corporate Bonds

With Treasury yields so low, some investors look to corporate bonds to fill their income and return needs. However, investors...

15.08.2019

Three Risks Facing Treasury Bonds

There are numerous risks working against treasuries, corporate, and high yield bonds that pose tremendous challenges to their traditional roles...

19.07.2019

The Bleak Future of Bonds

For decades bonds have played a dual role in most investor portfolios: providing income and capital preservation. Going forward, however,...

06.02.2019

Chasing Yield

Since interest rates had been so low for so long, many investors had sought investments with higher yields. This meant...