Sunday, September 01, 2013

Allocation Between Stocks, Bonds and Cash: The Week Ahead For September 1, 2013

Since early May the yield on the 10-year Treasury has increased from 1.61% to 2.74% at the end of August. This rise in rates has taken a toll on investments that are sensitive to changes in market interest rates. The below links provide some insight into managing ones portfolio during a market cycle where the trend in interest rates is higher.
  • Money market funds witnessed net inflows to the tune of $5.5 billion last week (AlphaNow)
  • Rising interest rates and increased volatility for bond investors (Schwab)
  • Focus on dividend growers when interest rates rise (Fidelity)
  • Strategies for navigating a higher interest rate environment (Natixis)
  • Asset allocation in a rising interest rate environment (CFA Institute)
  • Elevated spending in first year of retirement (Reuters)


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