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Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

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Stay the course: Why successful investing requires patience

We invite you to read Stay the Course: Why Successful Investing Requires Patience, a new report that highlights the importance of taking a long-term view when evaluating portfolio performance. We would value the opportunity to discuss the insights in this report with you and answer any questions you might have. Please contact us today.

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Long bonds for the long-term investor

Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.

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