Leaders Workshop

Soft Skills Development & Training

Blog Archive

Powered by Blogger.

[TSP_Strategy] Fixe Income Performance

 


Fixed Income Sector Performance (Total Return as of 3/31/18)

Chart of the Week for April 27, 2018 - May 3, 2018

All 11 fixed income sectors posted positive returns in the twelve month period ended March 31, 2018. Similarly, eight of the 11 sectors rose in the twelve month period ended March 31, 2017.

The fixed income market includes many different types of securities, and their performance can vary substantially among these types. The chart above compares the performance of 11 major fixed income sectors for the one-year periods ended March 31, 2018 ("current year"-dark blue bars above) and March 31, 2017 ("prior year"-light blue bars above). All 11 fixed income sectors produced positive returns for the current year while eight of the 11 sectors rose in the prior year.

The Federal Open Market Committee ("FOMC") of the U.S. Federal Reserve increased the target rate range for the federal funds rate three times during the current year, and U.S. interest rates were higher across all maturities. Global led all sectors in current year performance (6.97%), rebounding from its negative return of the prior year (-1.90%), helped by continuing central bank stimulus measures in Europe and strong growth in Japan. Emerging Markets also posted positive returns (3.18%) as strong demand for bonds and improving economies buoyed those markets. For U.S sectors, Long-Term outperformed Short-Term, as short-term yields rose more than long-term yields. Current year performance in all U.S. sectors was negatively impacted in the first quarter of 2018 as interest rates increased on expectations of higher inflation and even higher potential future interest rates.

Performance fluctuates over time and returns depend in part on the market environment, which is hard to predict. Changes in both actual and expected interest and inflation rates can materially impact fixed income investments. Also, investors should note that even U.S. Government securities can decline in value and investing in sectors such as High Yield or Emerging Markets involve additional risk.

When making investment decisions, prudent investors should invest based on their own circumstances, taking into consideration their goals, investment experience, time horizon, and risk tolerance.


__._,_.___

Posted by: sarah_oz@yahoo.com
Reply via web post Reply to sender Reply to group Start a New Topic Messages in this topic (1)

Have you tried the highest rated email app?
With 4.5 stars in iTunes, the Yahoo Mail app is the highest rated email app on the market. What are you waiting for? Now you can access all your inboxes (Gmail, Outlook, AOL and more) in one place. Never delete an email again with 1000GB of free cloud storage.

Neither the TSP Strategy group, nor individual members, are licensed or authorized to provide investment advice. Any statements made herein merely reflect the personal opinions of the individual group member. Please make your own investment decisions based upon your personal circumstances.

.

__,_._,___
Anda baru saja membaca artikel yang berkategori dengan judul [TSP_Strategy] Fixe Income Performance. Anda bisa bookmark halaman ini dengan URL https://1stleadershipworkshop.blogspot.com/2018/04/tspstrategy-fixe-income-performance.html. Terima kasih!
Ditulis oleh: Andriansyah -

Belum ada komentar untuk "[TSP_Strategy] Fixe Income Performance"

Post a Comment