Income Solutions for a New Bond Market Regime – Global X ETFs – 9.28.23

Summary:

Now On Demand

The potential for future rate hikes from the U.S. Federal Reserve is decreasing, leaving investors wondering how to approach their current income allocations. A few ideas worth considering for investors include preferred stocks, covered call strategies, and ultra short duration treasury bills. Preferred stocks are non-traditional segments of the credit market making an intriguing use case through elevated tax efficient income potential to complement a fixed income portfolio. Investors seeking to diversify away from traditional asset classes may also find covered call strategies on equity indices useful in monetizing future market volatility.

Lastly, with short term U.S. interest rates at historical highs, U.S. treasury bills with maturities between 1 to 3 months may serve investors well by limiting both credit and interest rate risk while simultaneously achieving meaningful yield.

Speakers:

Rohan joined Global X in 2015. He works within the firm’s research team, providing insights into the financial markets and Global X’s unique range of ETFs, including Energy Infrastructure, Preferreds, Covered Calls, & Dividend strategies. Rohan is also a member of the firm’s Portfolio Construction Committee (PCC), providing model portfolio solutions to investors. He is a frequent contributor to the Global X blog. Rohan earned his BA in Economics from New York University.

Chandler joined Global X in 2021. In his current role as a Product Specialist, he works closely with the research analysts and sales team to maintain and promote client-facing research content, as well as communicate insights with clients and internal stakeholders around the globe. Chandler started his career in Asset Management at BlackRock and previously served as an ETF Due Diligence Analyst at Oppenheimer & Co. He graduated from Monmouth University with a BS in Business Administration and a concentration in Finance as well as holds an MBA from the same institution. To date, he has passed Levels 1 & 2 of the CFA Program.