WHAT OF THE 40?

Fixed Income in portfolio building and the alternatives that are often substituted.

In an investment climate of low yields, investors have strained to find adequate returns out of the “fixed income” portion of their portfolio. In a search for yield, maybe alternatives to traditional fixed income have been explored. This white paper is an examination of some of the more popular alternatives to traditional bonds, with a view to their strengths and potential pitfalls within the broader portfolio context. We review: 

  • Mutual Funds and ETFs
  • Preferred Shares
  • Hedge Funds and Private Credit
  • Mortgage Investment Corporations
  • Structured Notes

Click here to download "What of the 40?"



 

Click here to download "What of the 40?"