• Navigating Interest Rate Shifts: Bonds, Money Market Funds, & Portfolio Strategies

  • Oct 18 2024
  • Length: 28 mins
  • Podcast

Navigating Interest Rate Shifts: Bonds, Money Market Funds, & Portfolio Strategies

  • Summary

  • In this episode, we explore the effects of rising and falling interest rates on bonds and money market funds. We discuss:

    • Bonds as a Hedge: Are government bonds have become a less reliable hedge in volatile markets
    • Money Market Funds: The behavior of money market fund assets following the first Fed rate cut and historical trends.
    • Equities Outlook: Are U.S. equities and sectors poised for growth as inflation cools?

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    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.

    There is no assurance that the views or strategies discussed are suitable for all investors. To determine which investment(s) may be appropriate for you, consult your financial professional prior to investing. Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk. Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. The economic forecasts set forth in this material may not develop as predicted.

    The advisors of Ford Financial Group are Registered Representatives with and securities are offered through LPL Financial member FINRA/SIPC. Investment advice offered through Perennial Investment Advisors, a registered investment advisor. Ford Financial Group and Perennial Investment Advisors are separate entities from LPL Financial. Ford Financial Group, Perennial Investment Advisors, and LPL Financial do not provide tax advice or services.


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