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Navigating the Fed's actions and their impact on client portfolios

Educate Clients

Changing interest rates may have a significant effect on fixed-income investments.
Rate hikes are meant to curb inflation, but could also impact your portfolio.
Bonds occasionally have down years, but they’ve historically been positive more often than not.
With rates on the rise, talk to your financial professional about investing in fixed income designed to be less sensitive to interest-rate changes.
This chart illustrates that not all fixed-income asset classes react the same way to economic and interest-rate changes.
Fixed income comes in many flavors and can serve a variety of roles in a portfolio.

Market Perspectives

Cash’s performance has reigned supreme so far in 2022, but that’s historically been the exception, not the rule.
We look at what drives the equity-bond correlation, why it changes over time, and what it means amid the current uncertainty over interest rates and inflation.
OVERALL
(as of 10/31/2022)
Overall, 4 stars, 3-Year, 3 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 543, 543, 480 and 339 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2022 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

543 Products | Short-Term Bond Category
Based on Risk-Adjusted Returns
OVERALL
(as of 10/31/2022)
Overall, 4 stars, and 3-Year, 4 stars, rated against 543 and 543 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2022 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

543 Products | Short-Term Bond Category
Based on Risk-Adjusted Returns
OVERALL
(as of 10/31/2022)
Overall, 4 stars, 3-Year, 3 stars, and 5-Year, 4 stars, rated against 206, 206 and 182 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2022 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

206 Products | Muni National Short Category
Based on Risk-Adjusted Returns
227496 HFA001456

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