Help your clients take action against rising
interest rates with Multi-Financial's thought leadership white paper
Investing in a Rising Interest Rate Environment.
This paper will provide an in-depth historical assessment of different interest rate regimes and propose a road map to assist you, given the current near record-low interest rates, in repositioning your clients' portfolios to help protect against a potential rise in rates.
The analysis will present you with several ways you can take action and implement some broad changes to your clients' portfolios, including:
- Ways to diversify a portfolio's fixed income assets
- A list of absolute return mutual funds from the Cetera Research Team
- Asset allocation guidelines for a balanced portfolio