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April 15, 2021 Article 1 min read

In the face of low interest rates, yield-oriented alternative investments may be a viable solution for fixed income investors. Our experts discuss potential sources for supplementing your existing fixed income portfolio via Worth

Woman checking her phoneFor most investors, bonds represent a foundational piece of a diversified portfolio. A fixed income allocation can serve multiple purposes — acting as a source of income or liquidity, a hedge against periods of downside equity market volatility, and a means of diversifying portfolio returns away from equity market risk.

But investors in today’s low interest rate environment are keenly aware that finding a balance between yield and risk is difficult — perhaps the greatest current challenge presented by conventional fixed income investments in a portfolio. 

Past performance does not guarantee future results. All investments include risk and have the potential for loss as well as gain.

Data sources for peer group comparisons, returns, and standard statistical data are provided by the sources referenced and are based on data obtained from recognized statistical services or other sources believed to be reliable. However, some or all information has not been verified prior to the analysis, and we do not make any representations as to its accuracy or completeness. Any analysis non-factual in nature constitutes only current opinions, which are subject to change. Benchmarks or indices are included for information purposes only to reflect the current market environment; no index is a directly tradable investment. There may be instances when consultant opinions regarding any fundamental or quantitative analysis may not agree.

Plante Moran Financial Advisors (PMFA) publishes this update to convey general information about market conditions and not for the purpose of providing investment advice. Investment in any of the companies or sectors mentioned herein may not be appropriate for you. You should consult a representative from PMFA for investment advice regarding your own situation.