Investing Insights: Replacing Fixed Income in a Low Rate/Low Yield Environment
Jefferson National launches Thomas J. Quinn’s latest Investing Insights white paper, “Replacing Fixed Income in a Low Rate/Low Yield Environment.” As Chief Investment & Research Officer of Jefferson National, Quinn discusses solutions for the current environment—where rates are at record lows and 33% of all government bonds worldwide have negative yields—radically changing how bonds will perform and how they should be used.
Quinn’s new research demonstrates that while fixed income has served for decades as a reliable low-risk counter-weight to stocks, its potential for managing risk and mitigating losses during the accumulation stage continues to be severely diminished—while forcing clients to endure near zero returns.
“This challenging environment of low rates and low yields is likely to produce investment outcomes not seen in the past 35 years,” said Quinn. “Both the greatest challenge and the greatest opportunity is in the accumulation stage.”
This new white paper provides actionable investing insights to help RIAs and fee-based advisors confront this new low rate/low yield reality, the right liquid alternatives to replace fixed income—and how to use these liquid alternatives to manage risk with greater upside potential. It also demonstrates the benefit of using Asset Location to enhance the performance of liquid alternatives, maximize accumulation and help minimize year-end tax bills.
Download Thomas J. Quinn’s Investing Insights whitepaper for details on how to replace fixed income with liquid alternatives to add greater value for your clients and increase assets under management for your firm.