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Fixed income isn’t standing still — especially for high-net-worth clients.
At the MMI Annual Conference in Washington, D.C., David McNatt of AssetMark discussed with FundFire how the firm is evolving its fixed-income SMA lineup. While the platform is already expansive, he highlighted municipal bond strategies as a key area of opportunity as tax considerations become increasingly central for high-net-worth investors.
He also pointed to growing interest in noncorrelated strategies — including multi-alternative and options income approaches – as firms look to add solutions with lower sensitivity to equity beta and interest rates. Watch the full conversation now.