Bond Math: Guiding Investors Through Fed Rate Cuts

Alex Morris of F/M Investments looks at the risks and opportunities in the fixed income markets as the easing cycle takes off.

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In this special episode of the Advisor Insider podcast, Jeff Benjamin, etf.com wealth management editor, breaks down some bond math with Alex Morris, the chief executive officer at F/M Investments.

The Fed cut rates this month for the first time in more than four years and that means a return to risk assets for some investors sitting in cash. But fixed income is still an important area of portfolio diversification, and Morris talks about how far out on the yield curve investors should be going as short-term interest rates drop.

Spoiler alert, the smart money will add duration and slowly step out on the yield curve.