Chart in a Minute
Use these simple visuals to help illustrate technical market perspectives to clients.
Starting yields tend to drive bond returns over time
1/10/2025
Given the clouded outlook for 2025, now might be a good time to ensure that your clients are sufficiently allocated to bonds.
Key takeaways:
- Fixed income investors could be in store for another bumpy ride in 2025, with a wide range of potential outcomes. Nevertheless, market volatility can translate into opportunities.
- With starting yields in the 4.5% to 5.5% region on many core bonds, investors looking to capture income over time may have a number of potential opportunities in 2025.
- Riding out the market’s ups and downs will likely be necessary. But overall prospects look attractive, and it’s probably worth reminding clients that starting yields tend to drive bond returns over the long term.
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Insights & Ideas
Do your clients need some diversification from U.S. stocks? Consider international equities, which have performed well since the current bull market began in late 2022.
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If your clients are asking which political party generates the highest market returns while in the White House, consider using this client-approved chart to strike up a conversation.