High yield bonds are anticipated to return somewhere in the neighborhood of 2.6% annualized over the next 5 years, this is according to Blackrock’s Capital Assumptions. This underwhelming performance along with a very expensive stock market is part of the reason why Blackrock also believes a traditional 60/40 portfolio will only average 3.4% over the same time period.
In this meeting, South Coast will be joined by Griffin Capital to discuss specific strategies designed to compliment or even take the place of bonds in a portfolio. By utilizing institutional real estate portfolios, Griffin Capital has been able to outperform the bond index (U.S. Barclays Aggregate) by more than 3x while taking less risk. Several strategies on their platform pay a tax-advantaged, stable dividend with additional upside potential. This meeting is for those investors looking for solutions to the bond dilemma.
Please RSVP to join us for lunch on Thursday, February 1st.