An appropriate allocation to bonds can help protect an investment portfolio through all market conditions.
When conditions change, investors can too often be tempted to look for tactical responses. But the cure can be worse than the disease.
Instead, the simplest course, holding to a strategic position focused on a portfolio’s goals, can be the best way to manage short-term change.
See below for links to recent articles, information about workshops and a webinar discussing the challenges currently facing fixed income investors.
Helping your clients to stay the course
Concerns about the bond market provide an excellent opportunity for advisers to add value by being an emotional circuit breaker for their clients.
The benefits of investing in bonds
Investors should focus on the core purposes of investing in bonds and not be distracted by market noise.
Will the value of bonds continue to fall?
Paul Malloy and Andreas Nagstrup
We look at some of the deeper issues driving the bond market and where current trends are leading.
Interest rates are rising
Paul Malloy and Alexis Gray
Rising interest rates in the US and the prospect of inflation in the UK should not divert investors from retaining a balanced, globally diversified bond portfolio.
Our workshops offer in-depth analysis of current options for fixed income investors. Contact us for more information.
Additional materials are available on request, including a collection of articles by Vanguard experts and a graphic 'decision tree' setting out options for bond investors.
For adviser support and business enquiries:
0800 917 5508
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.