Vested Interest: Rising Rates


  • With the Fed paring back its bond-buying program, retirees are bracing for volatility in bonds, but financial advisors are not overly concerned.

  • Stock certificates

    Many stock markets around the world are at or near their highest levels ever, so perhaps a correction is on the cards. The asset class that benefits most in this environment is fixed income.

  • Rising interest rates will impact consumer finances beyond bond portfolios, affecting credit card bills, mortgage refinancing, auto loans and more.

  • The Federal Reserve

    Advisors say clients weren't interested in the April 9 release of Fed meetings minutes but still care about the Fed's impact on monetary policy.

  • With higher interest rates looming, investors are about to get schooled in the difference between investing in individual bonds vs. bond funds.

  • The March meeting was significant not for what the Fed did regarding QE, but for what it said about how it will raise interest rates in future.

  • Interest rates

    Given a bond market selloff in 2013 and a likely rise in interest rates, financial advisors caution clients to keep bonds without getting complacent.

  • Barry Sternlicht

    The bond market signals that the sooner the Fed winds down quantitative easing the better, private equity titan Barry Sternlicht tells CNBC.

  • Bonds

    Despite financial advisors' efforts to educate clients about bonds, not everyone understands the asset class or how it fits into portfolios.

  • Despite a likely rise in interest rates, investors are rotating back to bonds amid a recent uptick in equity-market volatility.

  • Investors can guard against rising interest rates by analyzing current holdings, shortening bond maturities and reducing bond exposure.

  • As the losses fixed-income investors saw in 2013 may occur again when the Fed raises interest rates, bonds may not always be a safe investment.

  • With interest rates apparently set to rise, CNBC takes a look at sample record-high benchmark rates from around the world over the past century.

  • ETF

    Lower-cost ETFs are enjoying record inflows and increased popularity as a vehicle for higher yields and downside protection in a bond bear market.

  • A Cartier store in San Juan, Puerto Rico.

    Despite downgrades and fiscal woes, now could be the time for investors to get in on Puerto Rico, says YPO member Francisco De Armas.

  • Investors are concerned about rising rates and its effect on portfolios. One advisor details how to prepare for a rising interest-rate environment.

Contact Interest Rates Rising


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