Fixed-Income Investing in a Changing Interest-Rate Environment

By: Susan Traver

The investment landscape has changed. In the face of bond-market volatility, associations and their advisors can employ several strategies to effectively position their investment portfolios.

Most associations have some portion of their investment portfolios in fixed-income securities, whether through a short-term cash portfolio or longer-duration fixed-income investments held as part of a long-term strategy. Recent bond-market volatility and worries about the end of quantitative easing have left many associations concerned about their bond portfolios and what, if any, action they should take. ...