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Interest Rate

Corporate Investment Grade - Targeted Maturities (ex-ladders)Segmenting the yield curve
Corporate Investment Grade - Targeted Maturities (ex-ladders)
  • 8.8%
  • 13
Intermediate Aggregate Core PlusDefined by Morningstar, a trade-off between portfolio risk and return
Intermediate Aggregate Core Plus
  • 8.8%
  • 39
Finance - Life Insurance in a Rising Rate EnvironmentLife insurers are among the first to benefit from rising rates and among the first to be exposed to a recession
Finance - Life Insurance in a Rising Rate Environment
  • 9.1%
  • 15
Ultra-Short BondsWith top performers and minimal risk exposure, floating rate funds stand out
Ultra-Short Bonds
  • 8.4%
  • 20
Mortgages - Interest Rates StormCollapsing mortgage origination and heightened credit risk - a double whammy while interest rates seek a new equilibrium, chilling the housing market
Mortgages - Interest Rates Storm
  • 3.2%
  • 14
Preferred Stock ETFsPreferred stocks guarantee a dividend pay-out, with a tax-advantage over most interest payments
Preferred Stock ETFs
  • 9.7%
  • 11
Long Treasuries - InverseAn inverse relationship between bonds and interest rates
Long Treasuries - Inverse
  • 3.6%
  • 4