Kane Cotton, CFA, and Jonathan Scheid, CFA, outline five ways to help manage a client’s account during a rising rate environment. Their insights span fixed income, stock and alternative asset classes, and their analysis includes how these and other strategies performed during the 2013 Taper Tantrum. Best of all, the strategies outlined in the article are actually being used in the portfolios that they manage, so this helps you get a better understanding of their thinking while knowing that they practice what they preach.
“Five Strategies for a Rising Rate Environment Revisited,” was originally featured on Advisor Perspectives and we hope you enjoy the perspectives.
Jonathan Scheid, CFA
President & Chief Investment Officer
Kane Cotton, CFA
Chief Investment Strategist