Market Charts

Active management has added value in taxable fixed income

10/16/2018

active management has added value in taxable fixed income

Active managers across many fixed income categories have provided investors with index-beating returns. This is most apparent in the multi-sector bond category, where 89% of active managers have outperformed the multi-sector bond Morningstar category benchmark over the past three years.

Related resources

U.S. fixed income
Alexa, invest in fixed income (podcast)
Janelle Woodward 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.

October 2018 Fixed Income Market Update
Fixed income performance in third quarter was a balancing act between the positive U.S. economic landscape and global economic and geopolitical events.

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