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Core Fixed Income: Behind the Label

November 11, 2016 | ,

Flash talk by Ben Mohr, CFA at Marquette’s 2016 Investment Symposium 

This session covers core fixed income, its purpose, its components, and future performance expectations


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This chart description is for illustrative purposes only and its accuracy cannot be guaranteed. Please see full disclosures at end of PDF document in the web post. General description: Combination stacked column and line chart comparing unrealized gains/losses with effective federal funds rate. Chart subtitle: Unrealized losses across depository institutions have increased in recent quarters thanks to higher interest rates. Chart source: Federal Deposit Insurance Corporation and Federal Reserve Bank of St. Louis as of June 30, 2023. Chart description: Left Y-axis is labeled “Unrealized Gains/Losses” and ranges from -$800B to +$800B, corresponding to stacked columns. Right Y-axis is labeled “Rate” and ranges from -6% to +6%, corresponding to line. X-axis ranges from 1Q08 to 2Q23; labels are at 3-quarter increments to fit so last label is for 1Q23. Available-For-Sale Securities are plotted in dark green base of stacked columns; Held-To-Maturity Securities are plotted in lighter green as second half of column. Effect Federal Funds Rate line is plotted in light blue. Unrealized losses are at significant levels for chart losses; since the fed funds rate has increased since 1Q22, losses have totaled over $300B. Most recent datapoints, as of 2Q23 are as follows: Available-For-Sale Securities at -$248.9B, Held-To-Maturity Securities at -$309.6B, and Effective Federal Funds Rate at 5.3%. Please contact us for the full dataset. End chart description. See disclosures at end of document.

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This chart description is for illustrative purposes only and its accuracy cannot be guaranteed. Please see full disclosures at end of PDF document in the web post. General description: Two-line chart highlighting historical rate cycles and fed funds rate and bond index returns. Chart subtitle: Fixed income performance has typically been robust during pause cycles that follow rate increases. Chart source: Bloomberg as of September 30, 2023. Chart description: Y-axis is labeled “Policy Rate and 1-Year Total Return” and ranges from -20% to +40%. X-axis is labeled in full yyyy format, in 5-year increments, from 1983 to 2023. Pause cycles are shaded in light green. Federal Funds Rate – Upper Bound is plotted in light blue line. U.S. Aggregate Bond Index is plotted in dark orange line. Please contact us for the full dataset. End chart description. See disclosures at end of document.

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