This book offers a rigorous, evidence-based approach to designing an income "barbell" strategy that integrates diverse instruments into a single coherent portfolio. Readers will learn:
How to model the cash flow and risk dynamics of REITs, bonds, CDs, and money markets.
Why laddering and barbell structures enhance resilience against rate and credit shocks.
Methods to quantify trade-offs between stability, yield, and reinvestment risk.
How institutional strategies for income allocation can be adapted for private wealth.
A system for aligning time horizons with liquidity and capital preservation.
The Income Barbell is written for portfolio managers, advisors, and research-driven investors seeking a systematic framework for multi-asset income design.
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