This article was originally published on ETFTrends.com.
Declining money market yields make sitting in cash increasingly costly.
Treasuries offer attractive real yields and lower volatility than equities.
Strong equity gains create an opportunity to rebalance into bonds.
Now that the book has been closed on the first half of 2026 - a period propelled by the AI-driven technology trade - investors are searching for what to do next. For those investors that have ridden the stock market up to near all-time highs, they may be thinking about reducing their equity exposure and adding fixed income to their portfolio. Others that have sat paralyzed on the sidelines, looking for the right time to enter the market, may simply want their money to work for them. We will walk through how both types of investors should view bonds moving forward.
#market #Equity #bonds
Declining money market yields make sitting in cash increasingly costly.
Treasuries offer attractive real yields and lower volatility than equities.
Strong equity gains create an opportunity to rebalance into bonds.
Now that the book has been closed on the first half of 2026 - a period propelled by the AI-driven technology trade - investors are searching for what to do next. For those investors that have ridden the stock market up to near all-time highs, they may be thinking about reducing their equity exposure and adding fixed income to their portfolio. Others that have sat paralyzed on the sidelines, looking for the right time to enter the market, may simply want their money to work for them. We will walk through how both types of investors should view bonds moving forward.
#market #Equity #bonds
3 months ago
