Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews.
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Why Bonds Belong in Your Diversified Portfolio (Even Now)
Manage episode 497662818 series 2753
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Fixed-income investors, bonds are rising to the occasion and looking attractive again. Their yields are higher, and they have delivered as diversifiers against stock sell-offs this year. Yet, uncertainty has muddled the outlook as the bond market seeks clarity about tariffs, inflation, and interest rates.Paul Olmsted covers US fixed-income strategies for Morningstar Research Services. The senior manager research analyst explains why you need bonds for a balanced portfolio.
Let’s start with how you’re thinking about the bond market in 2025. Can you talk about what you have considered key moments this year?
As a follow-up, what is at the core of the bond market’s concerns?
We’re recording this episode on July 30th around 10:30am. The Fed is expected to announce their interest-rate decision this afternoon. Market watchers are predicting the Fed will hold rates steady. High interest rates pose a risk to bonds. What other risks should investors watch out for now?
Some bond investors are seeking a “Powell hedge” due to expectations that Trump could oust the Fed Chair. What are they hedging against, and is this something everyday investors need to think about?
What’s the probability of Trump firing Powell before the Fed Chair’s term ends in May 2026, and who would be the ideal candidate?
We have talked about how the memory of the worst bond market ever in 2022 is still lingering. However, bonds served as diversifiers during stock sell-offs earlier this year. Why do you think bonds can’t shake the bad rap?
What’s the optimal bond allocation in a diversified portfolio during a high-rate environment? Should investors focus more on whether their holdings are short- or long-term, or is credit quality a bigger issue?
What are the best bonds for portfolio diversification?
What’s the takeaway for fixed-income investors for the rest of 2025?
Read about topics from this episode.
Investors Should Embrace Elevated Bond Yields
3 Principles to Invest By, Whatever Comes Next
Why the Fed’s Independence Matters to Markets, the Economy, and Your Wallet
4 Top-Performing High-Yield Bond Funds
Tariffs and Dollar Weakness Tested US Resilience
Income Opportunities Remain at the Front End of the Yield Curve
What to watch from Morningstar.
Covered-Call ETFs Are Booming. But Not All Yield Is Good
This Dividend Investing Strategy Deserves a Second Look
Market Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?
Market Volatility: 4 Key Factors to Track in Q3 2025
Read what our team is writing.
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
440 episodes
Share
Manage episode 497662818 series 2753
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Fixed-income investors, bonds are rising to the occasion and looking attractive again. Their yields are higher, and they have delivered as diversifiers against stock sell-offs this year. Yet, uncertainty has muddled the outlook as the bond market seeks clarity about tariffs, inflation, and interest rates.Paul Olmsted covers US fixed-income strategies for Morningstar Research Services. The senior manager research analyst explains why you need bonds for a balanced portfolio.
Let’s start with how you’re thinking about the bond market in 2025. Can you talk about what you have considered key moments this year?
As a follow-up, what is at the core of the bond market’s concerns?
We’re recording this episode on July 30th around 10:30am. The Fed is expected to announce their interest-rate decision this afternoon. Market watchers are predicting the Fed will hold rates steady. High interest rates pose a risk to bonds. What other risks should investors watch out for now?
Some bond investors are seeking a “Powell hedge” due to expectations that Trump could oust the Fed Chair. What are they hedging against, and is this something everyday investors need to think about?
What’s the probability of Trump firing Powell before the Fed Chair’s term ends in May 2026, and who would be the ideal candidate?
We have talked about how the memory of the worst bond market ever in 2022 is still lingering. However, bonds served as diversifiers during stock sell-offs earlier this year. Why do you think bonds can’t shake the bad rap?
What’s the optimal bond allocation in a diversified portfolio during a high-rate environment? Should investors focus more on whether their holdings are short- or long-term, or is credit quality a bigger issue?
What are the best bonds for portfolio diversification?
What’s the takeaway for fixed-income investors for the rest of 2025?
Read about topics from this episode.
Investors Should Embrace Elevated Bond Yields
3 Principles to Invest By, Whatever Comes Next
Why the Fed’s Independence Matters to Markets, the Economy, and Your Wallet
4 Top-Performing High-Yield Bond Funds
Tariffs and Dollar Weakness Tested US Resilience
Income Opportunities Remain at the Front End of the Yield Curve
What to watch from Morningstar.
Covered-Call ETFs Are Booming. But Not All Yield Is Good
This Dividend Investing Strategy Deserves a Second Look
Market Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?
Market Volatility: 4 Key Factors to Track in Q3 2025
Read what our team is writing.
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
440 episodes
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Similar to Investing Insights
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
…
continue reading
Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
…
continue reading
How can business help solve society’s biggest challenges? Welcome to Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. Hosts Femi Oke and Lizzie O’Leary talk to industry innovators, tech trailblazers and visionary leaders from around the globe about timely topics: from the climate transition to AI and data; and from the future of food to how we build, move and power the world.
…
continue reading
“Mad Money” takes viewers inside the mind of one of Wall Street’s most respected and successful money managers for free. Cramer is listeners’ personal guide through the confusing jungle of Wall Street investing, navigating through opportunities and pitfalls with one goal in mind—to help you make money. “Mad Money” features the unmatched, fiery opinions of Jim Cramer and the popular Lightning Round, in which he gives his buy, sell and hold opinions on stocks to callers.
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
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