Survive Rising Rates Without Putting Your Yield at Risk


In low-rate environments, investors are typically eager to dig up yield wherever they can. But with rates potentially rising, some yield strategies may expose portfolios to more risk than meets the eye.  Join our discussion to balance your investing goals across income, total return, and risk-management strategies.

Learn from leading practitioners ways to:

  • Use tested techniques for diversifying global multi-asset income portfolios with ETFs
  • Strike a balance between traditional sources of yield and new fixed income factor-based solutions
  • Deliver yield while keeping credit quality, duration, and inflation in check

Submit your questions during the live Q&A session following the webinar.


Joseph Barrato, CEO, Director of Investment Strategies, Arrow Investment Advisors, LLC.
Clint Pekrul, CFA, Head of Research, Peak Capital Management
J.R. Rieger, Head of Fixed Income Indices, S&P Dow Jones Indices
Vinit Srivastava, Head of Strategy and ESG Indices, S&P Dow Jones Indices
Jeffrey Thompson, CEO, W.E. Donoghue & Co., LLC.

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