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How to Get the Most Out of Your Bond Investments
Episode 255

How to Get the Most Out of Your Bond Investments

The fixed-income side of your 60/40 portfolio may need an overhaul.

Investing Insights

February 23, 202414m 52s

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Show Notes

Maciej Kowara, strategist for Morningstar Research Services, and Alec Lucas, director of manager research for Morningstar Research Services, talk about what surprised them about their research about bond investments.

Typical Bond Portfolio

How to Create Portfolio Optimized for Best Risk-Adjusted Returns

Sharpe-Optimized Portfolio  

Bank Loans and Corporate Bonds

Why Should Investors Trust This Portfolio?

Risk-Adjusted Portfolio vs. 60/40 Portfolio

How Investors Can Use Our Research

What Could Go Wrong with a Risk-Adjusted Portfolio?

 

Read about topics from this episode.  

How to Invest Better With Bonds

3 Bond Funds for All Yield Seasons

The Best Bond ETFs

 

What to watch from Morningstar.

Walmart Stock Split and Earnings Are Coming Up. What to Expect.

Should You Bet on Online Gambling Stocks Now?

When Will the Fed Finally Cut Rates?

Could Company 401(k)s Go the Way of IBM?

 

Read what our team is writing:

Ivanna Hampton

Maciej Kowara

Alec Lucas

 

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Topics

portfolio managementhow to invest in bondsportfolioetfbond portfoliobond investmentsbond portfolio optimizationbondsetf investing