How to Position Fixed Income as the Fed Eases

Investors are choosing bonds in record numbers – in 2023, global bond ETFs gathered an annual record of over $300 billion in flows with iShares leading with $113 billion. My guest today will explain why this will continue, as many investors are still significantly underweight to fixed income, with a 22% average allocation. You will hear why investors need to step out of cash and move faster into fixed income because, historically, the market has priced in rate actions long before they occur.

Show Resources
Here are some links to learn more about Steve and BlackRock:

• BlackRock Flexible Income ETF (BINC)
• BlackRock Total Return ETF (BRTR)
• iShares iBonds ETFs
• iShares High Yield Systematic Bond ETF (HYDB)
• iShares Core U.S. Aggregate Bond ETF (AGG)
• iShares Core Total USD Bond Market ETF (IUSB)
• iShares Broad USD High Yield Corporate Bond ETF (USHY)
• iShares J.P. Morgan Broad USD Emerging Markets Bond ETF (BEMB)
• BlackRock AAA CLO ETF (CLOA)

What is Gaining Perspective?

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.