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"Be fearful when others are greedy, and be greedy when others are fearful." 

- Warren Buffett

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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Phil Castaneda provides individual and corporate investors a broad spectrum of financial services with an emphasis on specialized portfolio management. With over 29 years of investment experience, he combines his financial knowledge with a dedication to his clients’ individual needs. By developing a close working relationship with his clients, Phil helps create portfolios that are a true reflection of each client’s investment temperament and financial objectives.

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Latest Insights

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Long bonds for the long-term investor

Sep 28, 2023 | Atul Bhatia, CFA

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

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