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YCharts University: How Expanded Data Can Combat Volatile Markets
In uncertain markets, fixed income is often the first place advisors and investors turn to for stability. Understanding these alternative investment options and clearly communicating how fixed income can stabilize a client’s portfolio is key to helping investors ride out these ups and downs.
When markets are volatile, the advisors who can move quickly and confidently, backed by comprehensive, multi-asset data, are the ones who serve their clients best. Learning how to utilize expanded data on YCharts supports both better portfolio decisions and stronger client relationships.
You’ll learn how to:
- Communicate the value of investing in fixed income versus keeping investments to just funds and ETFs with Scenarios in YCharts.
- Pick the best fixed income securities or alternatives with Y based on a client’s current investments and risk profile.
Featured tools: Bond Data, Y, Scenarios
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