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| PRESENTER Jonathan Mondillo Senior Investment Manager Aberdeen Standard Investments |
PRESENTER Mark Taylor Senior Investment Manager Aberdeen Standard Investments |
MODERATOR David Lenok Senior Wealth Planning Editor WealthManagement.com |
The Federal Reserve (Fed) continues to raise interest rates and investor appetite for fixed income has slowed. This Fed tightening cycle has probably been the most obvious and foreseeable policy in over 30 years. So, how have we performed in this challenging environment? We believe it is still important for investors to participate in fixed income but selectively choose investment managers that have protected portfolios. Our municipal fixed-income funds continue to play defense and selectively take advantage of specific issues and issuers. We will provide an update on our strategies and our outlook for 2018.
Attendees should take away answers to three important questions:
1. What are variable rate demand notes (VRDNs) and how have they helped our performance
2. How can active management temper volatility in a rising rate environment while producing attractive yields?
3. Why does our outlook for municipal bonds remain positive?
*CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.
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