Duration and credit risk are two major risks and drivers of returns of the fixed ... income-oriented portfolios can outperform in a volatile interest rate market. This is because these ...

The shift to living on a fixed income presents unique challenges and ... Fortunately, there are some effective strategies to help you manage your finances smoothly and securely.

As 2025 begins, it’s an opportunity to reflect on the role equities, fixed income and alternatives play in building a portfolio. In this article, I share the principles and strategies that guide ...

Having a well-thought-out income strategy ... reviewing your portfolio and considering tax efficiency. Once you’re retired, you’ll likely hold a greater portion of fixed-income investments ...

By understanding these dynamics and adopting effective portfolio management strategies, investors can navigate the fixed-income market effectively. Securities and investment advisory services ...

DoubleLine Core Fixed ... Strategies with more credit risk may have a higher return, but they are riskier. Jeffrey E. Gundlach’s veteran status, with over 25 years of listed portfolio management ...

DFA One Year Fixed Income Portfolio earns an ... Plecha, the longest-tenured manager on the strategy, who brings over 25 years of listed portfolio management experience. David A.

CalSTRS is in the process of “defunding” its roughly $1.1 billion allocation to Western Asset Management Co ... and-return analysis for the fixed-income portfolio,” she said.