Finding Total Return in an Ultra-low Interest Rate Environment

September 5, 2019 | ECONOMICS & INVESTING

Sources and Disclosures:

Copyright © 2019 Beaumont Capital Management (BCM). All rights reserved.

As with all investments, there are associated inherent risks including loss of principal. Fixed Income investments are subject to inflationary, credit, market and interest rate risks.

Asset class performance is represented by the following: U.S. Large Cap –S&P 500; U.S. Small Cap –French FamaSmall Cap; Foreign Developed –MSCI EAFE; Foreign Emerging –MSCI EEM; Corporate Bonds –Dow Jones Corporate; T-Bills –U.S. Bills; 10 Year Bonds –U.S. 10-year bonds; 30Year Bonds –U.S. 30-year bonds; 10 Year Foreign Bonds –Foreign 10-year bonds; High Yield –iBoxxLiquid High Yield; Convertible Bonds -Vanguard Convertible Securities Fund; Preferred Stocks –S&P Preferred Stock; MLPs –AlerianMLP; REITs –NAREIT; Commodities –GSCI; Gold –GFD.

This material is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument, nor should it be construed as financial or investment advice. The views and opinions expressed throughout this piece are those of our Portfolio Manager at the time of publication. The opinions or outlooks may change over time with changing market conditions or other relevant variables.

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