WHAT DOES A CONSERVATIVE BOND INVESTOR DO IF THERE ARE HIGHER INTEREST RATES?

If talk of inflation is making you uncomfortable – consider a Hedge Fund of funds, here’s why…..

A new focus on rising interest rates will hamper rate sensitive bond mutual funds. (As rates rise, the value of the bond falls) If you have exposure to bond funds, and may be uncomfortable with the potential downside, there are other investments, at a similar lower risk profile, which could potentially have a better long-term return.

A better place to allocate might be a Hedge Fund of funds.  These types of funds are an actively managed blended fund consisting of multiple types of assets. These funds seek a total return from capital appreciation and income. The combination of assets is designed to produce a portfolio with much lower volatility than the major equity market indexes while providing a roughly 4%-7% annualized rate of return.

Feel free to contact us at 203-210-7814 if you would like to discuss your investment questions.

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