UBS Advises Investors on Bond Opportunities Amid Treasury Yield Rise
1 report, 1 independent
Updated Sat 00:00
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What happened
Jason Katz of UBS Wealth Management advised high-income investors that the sharp selloff in bonds offers a rare opportunity to lock in stock-market-like returns without taking on equity risk. He suggested buying tax-exempt municipal bonds or harvesting tax losses to reinvest in better-yielding debt. This advice came as 10-year Treasury yields rose to 5.365% and 30-year Treasury yields reached 5.732%.
From cnbc.com
Why it matters
The rise in Treasury yields, which surpassed levels seen in March 2020, changes the risk/reward profile for fixed income assets. UBS suggests this shift allows investors to create income and ballast in their portfolios.
From cnbc.com
Who's involved
- UBSUBS Wealth Management provided investment advice on fixed income strategies
Possible ripples
Who this could reach next, traced step by step from the reporting. Possibilities worth considering, not forecasts.Keep exploring
The entities involved
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UBS
Swiss multinational investment bank and financial services company
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J.P. Morgan Private Bank
Private Bank
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