NEMA REGION: Massachusetts Local Group - Understanding Fixed Income Performance: Bond Prices, Yields

NEMA REGION: Massachusetts Local Group presents - 

Understanding Fixed Income Performance: Bond Prices, Yields, and Key Return Drivers

Program Description:
This program examines the role of municipal and taxable bonds within client portfolios and the factors that can influence their relative attractiveness over time. Topics include market cycles, changing valuation relationships, after-tax return considerations, and the impact of shifting economic and market conditions on fixed income opportunities. Advisors will gain perspective on how a flexible approach to fixed income investing can complement traditional portfolio construction practices. Clients may benefit from a broader opportunity set that seeks to enhance income, improve diversification/liquidity, and adapt to evolving market environments.

Presenter:
Jeremy Holtz, CFA, is a Portfolio Manager at Income Research + Management with 20 years of industry experience. Jeremy joined IR+M in May 2010. Prior to joining IR+M, Jeremy was a Senior Pricing Analyst at Fidelity Investments. Jeremy has a BA in Journalism from the University of Massachusetts Amherst and an MBA from the College of Management at the University of Massachusetts Boston.

For more information, visit the Massachusetts Community page.