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4th Quarter 2022: Opportunity Set is Growing Despite Fears

Cartoon showing A King looking down from his castle at a knight climbing a ladder with the caption: You're unlikely to find anyplace on the market that is truly impregnable.

Bonds are Back!

As we highlighted last quarter, we believe the interest rate increases and inflation fears of 2022 have created an attractive opportunity for bond investors for 2023 and beyond. Indeed, being a prudent and diversified “lender” to the Federal Government, corporations, and municipalities now provides investors with the potential to earn mid-to-high single digit total returns, while moderating short-term portfolio volatility. This is a noticeable and welcome change from the fixed income investing landscape that has prevailed since 2007, and we believe many investors have forgotten the important role that bonds can play in long-term investment portfolios.

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Nitrogen is a client-engagement and advisor platform built to bring clarity, quantification, and alignment to risk tolerance and portfolio construction. It uses a proprietary system that simplifies risk into a single, objective metric — the Risk Number® — allowing advisors and clients to speak the same language about risk, rather than relying on vague, subjective labels like “moderate” or “aggressive.”

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  • An Institutional Investor (as defined by applicable securities laws), or
  • A Financial Intermediary accessing this information in the course of your professional duties.

This material is not intended for retail investors and should not be distributed or relied upon by any person other than the intended audience. Performance data presented may be based on past results, which do not guarantee future performance.

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