Baseline Analytics Blog

Market risk assessment tools and tactical investment opportunities driven by curated financial insight

The Great Bond Shift Rolls On

The Investment Company Institute data show that investors have been shifting investments away from equity funds and into bond (and other defensive) investments.

David Fabian of FMD Capital Management suggests that an investor "should be closely evaluating your portfolio’s sensitivity to interest rates and potentially credit risk as well.  This task may uncover some areas that could use a little bit of fine-tuning."

Read David's report here.  

David Fabian is Managing Partner and Chief Operations Officer of FMD Capital Management. David began his investment career in 2007 by co-founding a fee-only registered investment advisory firm and swiftly grew that company to over $100 million in assets. In 2013 he started FMD Capital Management with the commitment to build a world class investment firm focused on client service, investment discipline, and accountability. He has years of experience implementing actively managed growth and income portfolios using ETFs and mutual funds. David is often quoted in the Wall Street Journal and writes a daily ETF column for Benzinga. He is also a regular contributor on Investopedia, Seeking Alpha, Minyanville, TheStreet, InvestorPlace Media, and NASDAQ.com. David’s contact information: david@fmdcapital.com or 888-823-8111 x286

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Guest Monday, 26 June 2017

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