Displaying items by tag: income
New Model Portfolios For Income
Model portfolio provider FE Investments is launching two new products: initial income retirement portfolio and long term retirement portfolio. The initial income portfolio is designed to mitigate risk in the early stages of retirement and has a low correlation with stocks. The second portfolio aims to keep investors from running out of finances throughout retirement with more equity exposure by targeting growth over a longer horizon. Both portfolios are trying to help retirees with the decumulation of their portfolios as they begin to retire. Overall this will expand the products they can extend to their customers. FINSUM: Model portfolios are giving investors better options than ever to target the risks they want exposure to in their finances whether that's retirement risk or anti-inflation strategies.
Today’s income investors face a tough choice
Today’s income investors face a tough choice – hold cash and core bonds paying low rates or extend into higher-yielding markets with more risk and less liquidity. See More
When Rates Rise, Munis Win Race While Cash Sleeps
Muni clients concerned about rising rates? See how staying the course vs. moving to cash stacks up. See More
Inflation: A Double Whammy for Bond Investors
Throughout 2021 one of the biggest worries for investors, business owners, and policy makers has been the return of inflation…see the full story on our partner’s site
Private Credit Boom is a Big Chance for Alts Investors
Private equity firms are overwhelmingly turning to private credit as a buyout means over traditional bank financing. In a survey by Dechert law firm 45% of private equity firms have increased their use of private credit in buyouts in the last three years, which was a 10% increase from the previous year. Now private credit only trails real estate and private equity in private capital assets and is expected to grow to $1.46 trillion by 2025. It's a combination of a borrowing flexibility and yield chasing that has investors opening the doors to private credit. Private markets also seem less tumultuous to global volatility with longer contracts that are locked up and untradable. This is a big reason more than 50% of PE firms said its their preferred method to finance buyouts.
FINSUM: Ultra low yields and global instability are the biggest draws to private markets, because we know they are statistically less correlated with super liquid debt markets.