Should Investors "Add" to their Core Bond Allocations?

Описание: In this flash talk, Greg Leonberger and Frank Valle ask, "Should Investors 'Add' to their Core Bond Allocations?" and (spoiler alert) present an overview of core plus fixed income strategies. After the poor performance of 2022, the theme of 2023 (and the foreseeable future) is bonds are back, as the higher rate environment has led to bonds having a higher income component than in recent times. Besides income, bonds also offer a diversification benefit and provide liquidity to portfolios. Greg and Frank put the typical fixed income allocation into context, from the standard benchmark of the Bloomberg Aggregate Index to the role of alpha when selecting strategies. From there, Frank explains active risk and where core plus may provide an advantage vs. the index, including active management, higher return potential, and fee savings. They then discuss preconceptions against core plus, including what percentage of core plus managers are in "plus" assets, underperformance in down markets, and if the core-satellite approach has met its end.

This video is a recording from Marquette's 2023 Investment Symposium livestream. The opinions expressed herein are those of Marquette Associates, Inc. and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Past performance is not indicative of future results. For full disclosure information, please refer to the end of this presentation.

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