The Federal Reserve’s response to high inflation levels has been to raise rates from near zero at the beginning of 2022 to a range of 4.5% to 4.75% in early 2023. With the prospect of more rate hikes on the horizon, investors are worried about how a potential economic slowdown rising volatility could affect equity markets. On the fixed income side of the ledger, however, things are looking markedly different.
These substantial interest rates increases have made many traditional income investments, like bonds, more attractive than they have looked in years. The combination of rising potential for returns among income investments and diminishing expectations for equities in a volatile marketplace, many investors may wind up shifting focus from previously high-performing stocks to income alternatives. Join us as our industry experts discuss how money managers are shifting portfolio allocations and where they are finding the best opportunities for income-producing assets in the current market environment. Topics will include:
- The role income plays in portfolios in today’s market
- The opportunities rising rates are creating in fixed income investments
- Uncovering income-oriented opportunities in the stock market
- How to navigate income-focused ETFs
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.
Produced by
Sponsored by
Featuring
Mark Bruno - Moderator
Managing Director, Wealth Management
Informa Connect
Kristin Letourneau, PhD
Vice President, Research
Informa Engage
Sara Mehle
Index Research Strategist
Nasdaq Investment Intelligence
Matthew Patterson
Co-Founder
Bryant Avenue Ventures LLC
Christian Magoon
Founder and CEO
Amplify ETFs