The Great Bond Crisis: How Forward-Thinking Advisors Use Dynamic Fixed Income Strategies in Turbulent Rate Markets – IDX – 3.11.25

Summary:

On Demand CE
For decades, the playbook was simple: buy bonds as rates declined and watch prices climb. Then 2022 shattered this paradigm—permanently. Today's fixed income landscape demands precision management of credit and duration risks. The "set-and-forget" bond allocation that once anchored portfolios now introduces vulnerabilities smart investors can't ignore.

Join our exclusive webinar to discover:

• Why static bond strategies are obsolete in this volatile rate environment
• How dynamic credit and duration management can capture higher yields with reduced interest rate exposure
• How IDX Dynamic Fixed Income Strategy's correlation advantages create true portfolio diversification when you need it most

Accepted for 1 CFP / IWI / CFA CE Credit

Speaker:

Ben McMillan is Founder and the Chief Investment Officer and Chief Technology Officer of IDX Shares, IDX Insights, LLC, IDX Advisors, LLC, and IDX Digital Assets, LLC., also serves as the Chief Investment Officer of OAR Financial.

Previously, he was the portfolio manager at Ramsey Quantitative Systems Inc. (RQSI) where he developed and managed the RQSI Small Cap Hedged Equity Fund mutual fund. Prior to that he served as co-portfolio manager (and co-creator) of the Van Eck Long/Short Equity Index Fund since July 2012.

Prior to joining Van Eck Global, Mr. McMillan worked at Lyster Watson & Co. where he developed and launched the Lyster Watson Long/Short Equity Replication strategy in 2009.

Additionally, between 2007 and 2012, Mr. McMillan served as a co-founder of the cloud-based 13F analytics platform, AlphaStratus, which was acquired by eVestment in 2012. Mr. McMillan holds an MSc in Econometrics from the London School of Economics as well as an MA and BA in Economics from Boston University.