The September 2019 Investment Planning Knowledge Circle will be held on Wednesday, September 25th at 3 pm ET.
Guest speaker Robert Dubil, Professor of Finance at the University of Utah will be presenting, "How to Position Bond Portfolios in an Inverting Rate Environment and an Impending Recession."
Key topics that will be covered include:
- Update on changes in the fixed income markets since 2008
- Why individual investors should prefer individual bonds to bond funds
- The relationship between the yield curve and GDP/recessions
- How to navigate the fixed income part of one's portfolio through the recession
Robert Dubil, Ph.D. is a Professor - Lecturer of Finance at the University of Utah. Previously he was derivatives trader and risk manager for Merrill Lynch, UBS and JP Morgan. He is the author of more than 25 published articles and two books on financial engineering, asset allocation and fixed income investing.