Client Conversations: Why Rising Rates Can Be Good For Your Portfolio
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1 S&P 500 Index is a market capitalization-weighted price index composed of 500 widely held common stocks.
2 Bloomberg Barclays US Corporate High Yield Index is an unmanaged index considered representative of fixed rate, non-investment grade debt of companies in the US, developed markets, and emerging markets.
3 The MSCI US REIT Index is a free-float market-capitalization weighted benchmark comprised of equity REIT securities that belong to the MSCI US Investable Market 2500 Index.
4 S&P/LSTA US Leveraged Loan 100 Index is designed to reflect the largest facilities in the leveraged loan market.
Important Risks: Investing involves risk, including the possible loss of principal.• Fixed income security risks include credit, liquidity, call, duration, and interest-rate risk. As interest rates rise, bond prices generally fall. • Investments in high-yield (“junk”) bonds involve greater risk of price volatility, illiquidity, and default than higher-rated debt securities. • Loans can be difficult to value and highly illiquid; they are also subject to nonpayment, collateral, bankruptcy, default, extension, prepayment and insolvency risks. • Obligations of U.S. Government agencies are supported by varying degrees of credit but are generally not backed by the full faith and credit of the U.S. Government. • The main risk of real estate related securities is that the value of the underlying real estate may decrease in value.
This information should not be considered investment advice or a recommendation to buy/sell any security. In addition, it does not take into account the specific investment objectives, tax and financial condition of any specific person. This information has been prepared from sources believed reliable but the accuracy and completeness of the information cannot be guaranteed. This material and/or its contents are current at the time of writing and are subject to change without notice. This material may not be copied, photocopied or duplicated in any form or distributed in whole or in part, for any purpose, without the express written consent of Hartford Funds.