Fixed Income

For investors sitting on large equity portfolio gains, 2025 should be a year to diversify their portfolios with a focus on income.

Stone Ridge’s Alternative Lending Risk Premium Fund (LENDX) leads the way.

How the election of Donald Trump, the prospect of further rate cuts and other macroeconomic factors affect fixed-income markets.

Long-term, some see banks and financial sectors benefitting from a light regulatory environment, but advisors suggest waiting until more clarity emerges about administration priorities and Cabinet nominees.

The longest-maturity US government bond yield climbed as much as 24 basis points to 4.68%, the highest level since May, and remained higher by nearly 20 basis points.