Finding the Positives in a Negative Rate Environment

In recent years, market forces have pushed interest rates below zero on bonds in various currencies. In this environment, income-oriented end investors have started to question the future returns of bond investments. Financial advisers are increasingly facing challenging questions on the role of fixed interest within a portfolio and whether alternative options should be explored. Dave Plecha, Global Head of Fixed Income, will help address some key questions around bond returns and the role of fixed interest in client portfolios.

Dave Plecha is Dimensional’s Global Head of Fixed Income. Dave is an enthusiastic and incisive communicator at the firm’s conferences and seminars. A member of the Investment Committee and Investment Research Committee, he not only manages US and global portfolios but also maintains much of the fixed income research and client communications. Dave has been instrumental in the planning and execution of Dimensional’s tax-managed separate account strategies in the US.

Dave received his Chartered Financial Analyst® designation in 1996. Prior to joining Dimensional in 1989, he managed stock index futures and options for Leland O’Brien Rubinstein Associates and was an operations planner for Texas Instruments. He holds an MBA from the University of California, Los Angeles, and a BS in industrial and operations engineering from the University of Michigan.

Dimensional is partnering with Financial Advice NZ to provide a virtual webcast series to share valuable insights into Investment Planning, Personal Development and Practice Management to equip adviser and advisory firms with the skills needed to grow a successful business upon a solid theoretical foundation.

NOTE:  THIS IS A COMPLIMENTARY WEBCAST FROM OUR LEARNING PARTNER

CPD:    30 STRUCTURED MINUTES

Please register directly with them using the link below.

https://event.webcasts.com/starthere.jsp?ei=1262434&tp_key=4eab35dbb9

Members: After the event we will enter your attendance into your online CPD log

Non-members:  We will send a PDF of your attendance