John L. Cassady III, CFA, Managing Partner, Chief Executive Officer, and Chief Investment Officer, and Brandon F. Bajema, CFA, CPA, Partner, and Co-Chief Investment Officer at Red Cedar Investment Management, discuss the addition of securitized and preferred securities to actively managed fixed-income portfolios.
WEBCAST – The Importance of Active Fixed Income Management in a Post-COVID World
COVID marked the beginning of an economic and geopolitical transition requiring more active risk management. With expectations for volatility remaining elevated, how do you manage fixed income in a world that is changing and no longer a bull market for bonds? We believe you can capitalize on inefficient markets by dynamically investing across diverse asset classes, including securitized and preferred security markets.
Topics to be covered:
- Managing risk in your fixed income portfolios in a post-COVID world.
- Bull market for bonds is over; where to find fixed-income opportunities for clients.
- Preferred and Securitized Securities Opportunity: Potential to enhance yield, total returns, and minimize correlations.
Accepted for 1 CFP® / IWI / CFA CE Credit