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Why Own Fixed Income Securities

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Why Own Fixed Income Securities

People own fixed income securities for two main reasons – providing an income stream and less volatility in their investment portfolio. We currently like fixed income securities, but not in one area. Watch our video to find out why to own fixed income securities and the one area you should avoid at this time.

▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬

0:00 Intro

0:24 – Aggregate Bond Index

1:28 – S&P Intra-year declines v. Calendar Year Returns

2:15 – Fixed Income Yields and Forward Returns

3:41 – Spread – Credit Markets

4:50 – Bank Prime Loan Rate

5:40 – Outro

Written by

James E. Gore, CFA®, CAIA, CMT®

Jim serves as the Chief Investment Officer of THOR, is a Chartered Financial Analyst charter-holder, a Chartered Alternative Investment Analyst, a Chartered Market Technician, a member of the Association for Investment Management and Research and a member of the Cincinnati Society of Financial Analysts.

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