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Generating Income In A New Rate Regime: Equity Income Through ESG And Fixed Income Opportunities

Session Speakers
Session Description

Why Attend
What happened in the past, may not work going forward - find out how to think differently about generating income in both equity and fixed income portfolios during this new rate regime and utilizing ESG as a factor in equity portfolios.

Session Details

After 4 decades of falling interest rates, advisors face a new landscape of rising or sideways rates. Generating sustainable income may entail considering new strategies: Learn from Edward Kerschner, Chief Portfolio Strategist at Columbia Threadneedle Investments and adjunct professor at NYU Stern about:

  • How equity income may be achieved through a multifactor approach
  • Why ESG as a factor can be an indication of a sustainable income and how doing well and doing good aren’t mutually exclusive in today’s market
  • Why broadening your fixed-income opportunity set should be balanced with managing yield, quality and liquidity 

Additional Information
Not Available
Education Session
30m
Session Schedule