Broker Check
19 March
Why Bonds? When Volatility Meet Opportunity Webinar

Description


Join Capital Harvest Wealth Partners Zoom Webinar on March 19, 2024 @11:30am as we partner with leading money manager, PGIM Investments, to bring you and your loved ones a full overview of fixed income investing, bond market volatility, and recognizing the potential opportunity.

Why bonds make sense in the current market environment:

  • Greater Yield and Total return potential
    • Yields are at the most attractive levels since the Global Financial Crisis and offer a viable alternative to stocks. 
    • Yield-to-worst has generally provided a good approximation of future potential returns. 
    • Across fixed income sectors, today’s higher yields present investors with a potentially attractive entry point
  • Market Dynamics Present Favorable Backdrop for Fixed Income 
    • Fed Pause:  Fixed income has historically delivered strong risk-adjusted returns following the last rate increase of a hiking cycle. 
    • Deep discounts: Investment grade bonds are trading at steep discounts, with low historic defaults.
    • Inverted yield curve: Bonds have delivered consistently strong returns after U.S. Treasury yield curve inversions.
  • Diversification
    • U.S. household allocations to equity risk near all-time highs. We expect bonds to resume their role as a source of portfolio diversification and a hedge for downside risk in equities.

We Will Do A Deep Dive Into: 

  • Putting recent bond market volatility in perspective
  • Recognizing the potential opportunity

To register, click the button to your right titled “Register” and put in your name, email, and phone number to receive the registration information.

***Once registered, you will receive an email with the Zoom link information as well as a reminder email the day before the event***


Date and Time

Tue, Mar 19, 2024

11:30a - 12:30p EST

Location

Via Zoom

PT1H

Event Registration