Skip to main content

PFP2212. Rising Rates: Is it Time to Abandon Fixed Income?

To submit a question or participate in polling, click the link above. The first quarter of 2022 was worst performing period for bonds in the last 40 years. The Fed is committed to raising rates. Inflation is raging and no longer appears to be transient. Does this incipient era of rising rates mean that advisors should abandon fixed income? We'll explore the value that bonds can provide in traditional asset allocations, and assess the alternatives, including TIPS, floating rate bonds, alternatives and hedged strategies.

Learning Objectives:

  • Analyze the market and economic factors driving interest rates
  • Identify how traditional, fixed-rate bonds will perform in a rising rate environment
  • Determine whether advisors should embrace TIPS, floating rate bonds, or other alternatives to fixed rate bonds
Date/Time
CPE Credits
1.5
NASBA Field of Study
Finance
Level
Intermediate
Advanced Preparation
None
Session Tags
PFP
Investments and Wealth Institute CE