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Fixed income investments have seen some significant volatility in the fourth quarter. While the Bloomberg U.S. Aggregate Index (AGG) returned 5.20% in Q3, posting its second-highest quarterly performance since 1996, the index has since underperformed, returning -3.1% in the fourth quarter. The underperformance can be attributed to reduced expectations of aggressive rate cuts.
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- Sep 24, 2026
- Jacob Wick
Defined Outcome Investing: A More Deliberate Way to Take Market Risk
Investing in the equity market is often presented as a fairly simple choice: participate in its...
