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Just three in ten large-cap mutual funds outperformed the S&P 500 Index over the past year, according to data released this week. The numbers fall even further the longer back you look.
The fixed income portfolio manager says clients need to understand they are never really investing for the long term, but for specific goals usually five to 10 years out—a home, college for kids, retirement—and how fixed income can help.
The fixed income strategist sees arbitrage opportunities in Europe, even with negative yields, and likes mortgage-backed securities in the U.S., but warns it is not a time to be married to any one position.
