Bond Allocations that Protect Against Inflation

Show Notes

Few of the advisors who will listen to this podcast have had professional careers that spanned a period of rising interest rates. But rates have been rising, and passive allocations to bonds or stocks cannot be counted on to provide the same results they did for the last 40 years.

Given that regime change, my guest today is here to discuss what should be the appropriate allocation to fixed income in a multi-asset portfolio. We will discuss how advisors should think about liquidity in their bond allocations, and to what extent tactical adjustments will be needed.

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• Here is a link for more information about BlackRock and its ETF lineup:

  • The 360 evaluator tool - https://www.blackrock.com/us/financial-professionals/tools/360-evaluator  
  • The iBonds ladder tool - https://www.ishares.com/us/resources/tools/ibonds 
  • The recent iShares fixed income whitepaper, “The Great Reset” - https://www.ishares.com/us/literature/whitepaper/the-great-yield-reset-stamped.pdf 

A message from Advisor Perspectives and Vetta Fi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.”

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This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.