The article is part of Financial Planning’s latest 30 Days 30 Ways series, which evaluates fixed-income opportunities when interest rates are rising. It highlights the opportunities that can arise when rates rise, despite the potential threat to bond prices. The dynamic nature of short- and long-term interest rates creates room for individually managed portfolios to benefit over passive participation in funds. Such benefits include the ability of active investment managers to buy individual bonds at opportunistic prices when fund investors get spooked and sell, as well as the ability of active managers to time their trades.
Article by Kim Friedricks on Financial Planning
June 18, 2018
KAR Managing Director of Fixed Income Kim Friedricks emphasizes the strengths of separately managed accounts in the article titled “Adding Value by Investing in SMAs