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How Rising Yields Should Affect Asset Allocation for Retirees, Preretirees
Michael Kitces, via Morningstar [Opinion] May 4, 2023 "From a pure asset-allocation perspective, higher yields don't necessarily change the picture, in and of themselves. The bonds that do the best work of protecting against the sequence-of-return risk are the most boring, lousy-yielding bonds.... Why have investors without TIPS done fine through a range of inflationary environments? Inflation gets reflected in a whole bunch of other parts of the portfolio as well, in a way that still moves us at least reasonably in tandem over time." |
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