401(k) Fridays Podcast

This episode is a companion episode to a similar one we released a few weeks about which focussed on the equity side of the conversation.  Not require listening, but if this one caught your eye, you should check that one out as well. My guest today, John Bellows, PhD, a Portfolio Manager with Western Asset Management and a member of their US Broad Strategy Committee, the Global Investment Strategy Committee and the Global Portfolios team. We jump into the recent market action right out of the gate to help interpret some recent events and how they could impact fixed income investments in workplace retirement plans.  We also hit on some topics that can cause confusion such as do we want inflation which makes things more expensive and want to avoid deflation which makes things less expensive.  With the background set, John then shares some great input on evaluating the fixed income portion of investment menus.  Be sure to stick around for his comments towards the end about the index vs. active conversation in th