Bonds or bond funds? 7 things to consider
How are advisers currently allocating fixed income assets?
Incapital, a firm that underwrites and distributes fixed income securities and structured notes, recently surveyed 2,050 financial advisers regarding fixed income product preferences. The firm found that 42% of advisers recommend primarily individual bonds, while 40% typically recommend bond funds or bond ETFs. The other 18% utilize a roughly even mix of bonds, funds and SMAs.
So what criteria should advisers and investors consider in making their fixed income allocations and in selecting bonds vs. bond funds? Incapital president John Radtke offers some advice.
To read the full analysis, click here.