In the past, low interest rates overshadowed fixed income benefits. But the tide has now shifted for this important asset class amid the central bank's attempt to fight sticky inflation. Bonds and fixed income funds can provide an effective way to help diversify portfolios while offering stability and a steady income stream.
We've developed a data-driven report to equip you with insights and help capitalize on the positive momentum for bonds.
- The bigger picture: bonds are at an inflection point
- Periods following central bank rate cuts are historically positive for fixed income
- Reversing an inverted yield curve: a historic opportunity
- How sensitive is a bond portfolio to interest rates?
- The road ahead: the importance of diversification and active management
- Five takeaways about bonds
Here are five key takeaways about fixed income investing.
Canada Life Balanced Portfolio: A portfolio fund aiming to provide a balance between income and long-term growth. This fund is intended for investors who want investment income and want their money to grow over time.
Canada Life Moderate Portfolio: A portfolio fund aiming to provide income while also allowing for long-term growth. This fund is intended for investors who want to invest in both fixed-income funds and equity funds.
Canada Life Diversified Fixed Income Portfolio: A fixed-income fund seeking to provide regular income with low volatility. This fund is intended for investors who are seeking to protect their money from inflation while also protecting it from large swings in the market.
Two other must read reports
Value investing
Dividend investing
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