This month, we focus on the bond market and interest rates. I’m joined by Matt Norton, Co-Head of Municipal Investing at Bernstein. Matt shares his forecast for interest rates and how best to position a bond portfolio in this environment. We talk about the pros and cons of a laddered bond portfolio. Matt shares his views on the stability of state and local government finances. We uncover an often unseen cost to investors in the bond market and end our discussion by catching up on the status of Puerto Rico, and if Puerto Rican bonds should have a place in your portfolio.
With any questions or comments, I can be reached at marc.penziner@bernstein.com or 212-969-6655.
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