Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.

For regular SAA and TAA portfolios, the next re-balance will be on Tuesday, May 28, 2019. You can also find the re-balance calendar for 2019 on ‘Dashboard‘ page once you log in.

As a reminder to expert users: advanced portfolios are still re-balanced based on their original re-balance schedules and they are not the same as those used in Strategic and Tactical Asset Allocation (SAA and TAA) portfolios of a plan.

Please note that we now list the next re-balance date on every portfolio page.

The Current State Of Fixed Income

We review the current state of fixed income. The following are key observations for the latest bond/fixed income markets

Yield curve is still inverted but improved

The first thing to look at in bond markets is the yield curve that started to invert late last year. Intuitively, interest rates (yields) for short term bonds should be lower than those of longer term bonds. For example, you would expect paying lower interests for your mortgage that are mature in 5 years than those that are mature in 10 or 30 years. If now, the interest rate for one year Treasury bill is lower than that of 5 years, two things could happen:

The one year rate comes down, signaling a further loose monetary policy to accommodate slower growth. 

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