Mar 8, 2017
Janelle Woodward, President and Senior Portfolio Manager at TCH, joins the podcast to discuss passive fixed income investing implications. Janelle recently co-authored an article titled “Alexa, invest in fixed income”, which looks at the technology and automation filtering into our lives and how parallels can be drawn to today’s fixed income landscape. She explains how equity and bond indices differ and why it is important for an advisor to understand these differences when allocating a client’s portfolio, as the make-up of an aggregate fixed income index could mislead investors, exposing them to market risks in the future that may be different than when they made the decision.
For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/alexa-invest-in-fixed-income-podcast/.