Josh Davis
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Despite historically low yields, we believe fixed income remains essential in portfolios, perhaps now more than ever. In fact, as our case study explains, active bond management continues to offer potential for alpha generation and risk mitigation.
Thereʼs a bone of contention among investors: Are U.S. equity values about right or far too high?
Bonds continue to offer numerous benefits and potential for appreciation.
The Discreet Charm of Fixed Income
A pragmatic implementation of investment leverage seeks to enhance alpha and diversification.