In his new role, he will focus on managing bond portfolios
across the full range of the ratings spectrum.
Within bond portfolios
, however, concern about the cost of US Treasuries and the stability of eurozone debt, did not show up dramatically
Those who looked to bonds to protect their portfolios from the volatility of 2008 probably do not realize that the value of their bond portfolios
will get hammered as interest rates rise.
While most investors have been focusing on the equity portion of their portfolios, conscientious investors like Ellis are tweaking their bond portfolios
in light of today's economic forecast.
FOR HIGH-NET-WORTH CLIENTS with fixed-income investable assets over $500,000, firms might consider designing customized bond portfolios
that meet each client's unique financial goals and risk tolerance.
Real estate has historically proven to be an attractive addition to stock and bond portfolios
due to low correlations and competitive risk-adjusted returns.
with No Wraparound Contract: At the other end of the spectrum, some plan sponsors have elected to do away with the practice of book value accounting, generally as a result of a decision to direct funds into marketable bond portfolios
5% to 3% on equity and balance portfolio accounts and an approximate 1 3/4% charge for bond portfolios
Notice how the investments within Shearson Lehman's bond portfolios
in retirement accounts changed over the past 10 years:
The audit risk alert on benefit plans reminds auditors that the widely varying market values of stock and bond portfolios
and defaults by junk bond issuers may have a significant negative effect on the value of benefit plan assets.