Simple analogies can go a long way in helping clients understand complex investment strategies. For example, advisers looking to explain corporate bond portfolio construction to their clients can liken it to the anatomy of a sailboat. A well-constructed corporate bond portfolio has anchors that will keep it safe in a storm, a sturdy hull that will keep it afloat, and the correct sails for the conditions.
The anchors are bonds that are expected to hold their value in volatile markets.
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