3EDGE bonds commentary white paper mockup
Presented by 3EDGE Asset Management

For decades, bonds served as a dependable source of income, diversification, and downside protection. But persistent inflation, higher interest rates, increased bond market volatility, and rising stock-bond correlations have challenged many of the assumptions behind the traditional 60/40 portfolio.

In Bonds Are a Bit of a Mess—Now What?, 3EDGE Asset Management examines the evolving role of fixed income, and the risks investors may encounter when reaching for yield. The commentary explores how globally diversified, multi-asset strategies may help advisors pursue portfolio defense and sustainable income in a changing market environment.

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What You’ll Discover

  • Do traditional bonds provide less reliable portfolio protection
  • Potential risks behind today’s income-generating investments
  • How multi-asset strategies support diversification

Who Should Read This

  • Financial advisors reevaluating traditional 60/40 portfolios
  • Investment professionals seeking diversified sources of client income
  • Advisors exploring alternatives to core bond exposure
Financial decision making

Rethink the Role of Bonds

Bonds can still play an important role in client portfolios, but they may no longer be able to carry the full burden of diversification, downside protection and income generation. Discover a broader framework for addressing these objectives without relying solely on traditional fixed income or complex, illiquid solutions.

Navigate the New Bond Market

Download the commentary to explore how a more flexible, multi-asset framework may help clients navigate today’s income and risk-management challenges.

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This white paper is sponsored by 3EDGE Asset Management. Orion Advisor Solutions, Inc. (“Orion”) or its affiliates and subsidiaries received compensation from  3EDGE Asset Management for the placement of this advertisement content.  3EDGE Asset Management and Orion are not affiliated companies, and the advertisement is not a recommendation or endorsement by Orion for any of the services referenced or provided.

This material does not constitute any representation as to the suitability or opportunities of any security, financial product or instrument. There is no guarantee that investment in any program or strategy discussed herein will be profitable or will not incur loss. This information is prepared for general information only. Individual client accounts may vary. It does not have regard to specific investment objectives, financial situation, and the particular needs of any specific person who may receive this report (information). Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed and should understand that statements regarding future prospects may not be realized. Investors should note that security values may fluctuate, and that each security’s price or value may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not a guide to future performance. Investing in any security involves certain non-diversifiable risks including, but not limited to, market risk, interest-rate risk, inflation risk, and event risk. These risks are in addition to any specific, or diversifiable, risk associated with particular investment styles or strategies.

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Information presented herein with respect to any third-party service provider has been provided by those third-party service providers and has been reproduced here with their permission. Such information does not necessarily reflect the views and opinions of Orion Advisor Solutions, Inc. (“Orion”) or its affiliated companies. Orion does not endorse any particular third-party product or service. Our clients should undertake their own assessments to determine whether these parties meet their business and due diligence requirements.  3EDGE Asset Management and Orion Portfolio Solutions, LLC (“OPS”) are not affiliated companies and content made available on this page is not a recommendation or endorsement by OPS for any of the services referenced or provided. While some OPS solutions may contain one or more of the specific strategies mentioned, OPS is not making any comment as to the suitability of these, or any investment product for use in any portfolio.