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.

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

  • Investment Options

    With inflation low and rates up, a run on Treasury Inflation-Protected Securities isn't likely but investors may think low-priced TIPS a good hedge.

Contact Interest Rates Rising


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