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Interest rates affect your portfolio through all asset classes, but may do so in different ways. Investors have been on edge about rising interest rates lately, but sensitivity to interest rates has long been a concern of serious investors (along with all other aspects of portfolio risk), regardless of current news cycles.  Duration is the standard statistic used to describe t ...

Thoughtful long-term investors often invest in fixed stock/bond ratio asset allocations such as a 60/40 portfolio. Fixed target risk portfolios, typical of many sophisticated institutions, are often considered most reliable for meeting long-term investment objectives. Given recent news, some advisors and clients have been concerned about the possibility of rising interest rates ...