Why is a Properly Diversified Fixed Income Portfolio so Important Today?

strategy-compass-ss

We have a decidedly middle of the road view on growth and inflation (both should be positive, but moderate). As such, we favor neither long-duration nor short duration strategies. A long duration strategy can leave investors exposed to significant … [Read more...]

3 Ways 2012 Changed the Investing World Forever

investing lessons

2012 has been a very interesting year for the bond market, with many lessons for investors.  Here are the top 3 ways we think the year changed the investing world forever: 1) Guaranteed Positive Returns Disappeared: Retirees and Near Retirees Are … [Read more...]

Investing in Mortgage Backed Securities: An Interview with BlackRock’s Akiva Dickstein

akiva blackrock

(July 2012) Akiva Dickstein is a Managing Director and Head of Mortgage Portfolios at BlackRock. BlackRock has two mutual funds focused on mortgage backed securities (MBS). One is specifically focused on government backed, Ginnie Mae securities … [Read more...]

Agency Mortgage Backed Securities (MBS) – US Govt Bonds That Yield Double or Triple Treasuries

agency mortgage backed securities

Agency mortgage backed securities are bundles of mortgages which are packaged together as one instrument and sold like a bond.  The payments from all the individual mortgages are then distributed to the holder of the agency mortgage backed … [Read more...]