Episode 25 : 03/08/2017

Alexa, invest in fixed income

alexa-podcast-header

Janelle Woodward, CFA

President, Senior Portfolio Manager
Taplin, Canida & Habacht

Hosts:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Matt Smith
Managing Director
BMO Global Asset Management

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Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Alexa, invest in fixed income

Janelle Woodward, President and Senior Portfolio Manager at TCH, joins the podcast to discuss passive fixed income investing implications. Janelle recently co-authored an article titled “Alexa, invest in fixed income”, which looks at the technology and automation filtering into our lives and how parallels can be drawn to today’s fixed income landscape. She explains how equity and bond indices differ and why it is important for an advisor to understand these differences when allocating a client’s portfolio, as the make-up of an aggregate fixed income index could mislead investors, exposing them to market risks in the future that may be different than when they made the decision.

In this episode:

  • Active vs passive approaches for bonds
  • How a bond index is constructed
  • Actionable ideas for advisors talking with clients about fixed income

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