"The cleanest example is someone who wants to retire early and had a pension plan but they don't want to start receiving pension payments, " says Boyce Greer, president of Fixed-Income and Asset Allocation, Fidelity Investments.
This is the highest allocation to fixed income since the survey started in November 1990.
At the same time, the optimism is cautious, which explains the comparatively high allocation to fixed income.
You could limit the short-term roller coast risk by deciding to always have a big allocation of fixed income.
This cash flow has motivated investors to rebalance their fixed income holdings with a higher allocation to common stocks.
This is the smallest allocation to fixed income since February 2010.
As of its last public disclosure on this score, it had a modest 16% allocation to fixed income, consisting of 7% in inflation-indexed bonds, 4% in corporates and the rest in high-yield and foreign debt.
This was the lowest allocation to fixed-income securities and funds since February 2011.
One of the simplest and most effective ways to manage daily stock market volatility is to have an allocation to fixed-income.
This is the lowest allocation to fixed-income since October 2011.
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One of our major focuses is capturing more flows in the postretirement sector, where fixed income will be a critical part of that asset allocation.
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If your goal is to maintain a 40% allocation to bonds and, due to market movements, fixed income now accounts for 50% of your portfolio, changes may be required.
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