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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As the energy security imperative rejuvenates the green energy shift, we explore the challenges ahead and illuminate the opportunities that may emerge.
May 10, 2022
Portfolio Focus