A retirement income fund (RIF) is a mutual fund that takes a conservative investing approach. Typically, these funds hold both fixed-income securities and equities, and they prioritize consistency over growth. RIFs are sometimes referred to as managed payout funds. Proponents of RIFs like their simplicity and all-in-one offerings.
A fixed income allocation can serve multiple purposes—acting as a source of income, a hedge against periods of downside equity market volatility, a source of liquidity and a means of diversifying portfolio returns away from equity market risk. ... alternative solutions can enhance income generation and return potential relative to core bonds ...
Navigating the Equity, Fixed Income And Alternatives Markets by LPL Financial. The Portfolio Compass provides a snapshot of LPL Financial Research’s views on equity and alternative asset classes, the equity sectors, and fixed income. This biweekly publication illustrates our current views and will change as needed over a 3- to 12-month time ...
For 2022, while gold and property still make the list, we also consider owning a business and P2P lending. 1. Peer-to-Peer Lending. Peer-to-peer lending, also known as P2P lending, is a relatively ...
In depth knowledge of credit/equity investments including corporates and derivative instruments (equity and fixed income). Knowledge of trade life cycle, accounting and
