Which Bonds Belong in Your Clients’ Allocations

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About This Episode

The turmoil in the bond market over the past three years has been dramatic. The yield on the benchmark 10-year Treasury has risen approximately 360 basis points since the beginning of 2021, and it nearly hit 5% in late October. That has caused investors to question the value and role of a fixed-income allocation within portfolios. But two nagging uncertainties – the Fed and inflation – should be less of a problem as we enter 2024. Despite the recent volatility and negative returns, there are clear and compelling opportunities for investors willing to take the long view and evaluate fixed income from a historical perspective.

About Our Guest

Todd Thompson is a managing director and portfolio manager and leads the fixed-income credit research team at Reams Asset Management, a boutique investment manager of Raymond James Investment Management.

Thompson has more than 29 years of experience as a fixed-income portfolio manager and analyst. Before joining Reams in 2001, he worked for Conseco Capital Management and The Ohio Public Employees’ Retirement System.

Thompson earned an M.B.A. from Clemson University and a bachelor’s degree from Bob Jones University.

He holds the Chartered Financial Analyst designation and is a member of the CFA Institute.

Show Notes

Here are some resources to learn more about Todd and Reams Asset Management:

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