The Dispatch

Investing Q&A Series

Q: Is there a way to invest in fixed income where we rely on the manager to adjust quality and duration to pursue the optimal medium-term portfolio?

A: Yes. With today’s volatile interest rate environment, relying on a professional fixed income manager can be a highly effective strategy. By choosing a manager that actively manages quality and duration, advisors and investors can benefit from adaptive approaches that adjust according to changing economic conditions and policy shifts. This dynamic management seeks to not only optimize returns but also manage risk effectively in uncertain times. Part of our work for you is identifying managers with proven results in diverse market conditions. Here are some models to consider:

Taxable:

• PIMCO Income Fund
• PIMCO Taxable Fixed Income ETF: Enhanced Core Model
• Clark Navigator Taxable Fixed Income Core
• First Trust Core Plus Fixed Income Model

Non-Taxable:

• Clark Navigation Tax Free Fixed Income
• First Trust Limited Duration Municipal Model
• VanEck Municipal Allocation Strategy

Have investing questions, or even questions AND answers? Submit them to insights@freedomadvisors.com.