Rethinking Bond Investments

Jeff shares his skepticism about traditional investment-grade bonds, highlighting their lack of return and safety in a rising rate environment. As he begins to explore reintroducing bonds into client portfolios, he also discusses the growing trend of alternatives in high net worth channels, cautioning that while they offer diversification, the associated fees may dampen expected returns. The conversation underscores the evolving landscape of investment strategies in a changing economic climate.