Bonds, Investing, and Rising Interest Rates

Dominick J. D’Eramo, CFA |
Investment Management
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Learn about investing in bonds in a rising interest rate environment. Interest rates and the prices of bonds have an inverse relationship, meaning when interest rates rise, bond prices will decline.There is no single profile of a rising rate environment, as small incremental increases over an extended period of time will more easily allow the markets to adjust, while larger increases over a shorter time period could prove more disruptive.

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Goals-Based Investing: Prioritizing What Matters Most

Eric W. Taylor |
Investment Management
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In this investment insight, we explore:How investing has evolved in recent years.The need to prioritize among essential, fundamental, and supplemental goals.How assigning “success probability targets” helps further goal achievement.The inception of modern portfolio theory (MPT) devised in the 1950s by Nobel Prize-winning economist Harry Markowitz, revolutionized investment management.

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An In-Depth Look at Investment Risk Through Drawdown Analysis

Investment Management
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This investment insight for the institutional investor discusses a more refined method of managing and mitigating loss.The concept of risk is typically not well defined and can even be subjective, making “risk arithmetic” challenging to understand if not outright misleading.Standard deviation, the broadly used default risk metric, has significant limitations.

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