2021 Envestnet Advisor Summit - INV-003 - CE Quiz

Fixed Income: Same Song, Different Dance

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This session is currently approved for one (1) CFP® credit and one (1) CIMA® credit.

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* 1. First Name:

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* 2. Last Name:

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* 3. Email:

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* 4. CFP Program ID:

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* 5. CIMA Program ID:

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* 6. What is the panelist view on US Treasury yield curve view near term?

Inverted

Flattening

Steepening and trading at 160- 170 range.

None of the above.

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* 7. What are the factors that US Yield curve to steepen from March 9th lows?

Emergency policy measures from the US Fed

Massive Fiscal Stimulus

Explosive US GDP growth forecast

All of the above.

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* 8. What is the Feds likely monetary action over the near term horizon?

Remain accommodative

Restrictive

Maintain its bond buying programs

A and C

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* 9. What is the panelist view of US inflation over the short and long term?

Inflation is going to be more cyclical than structural and settles back into a more normal two, two and a half percent range.

Hyperinflation

Stagflation

None of the above

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* 10. The rise in new issuance in taxable and tax-exempt bond is caused by what?

High Borrowing cost

Restrictive monetary policy

Low borrowing cost refinance existing debt at lower rates.

None of the above

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* 11. Active managers are labeling this year and next year a bonanza of upgrades vs downgrades in corporate credits, what factors causing this events?

Lower default expectations

CFOs, doing the right thing by refinance existing debt at lower rates

Robust economic growth recovery

All of the above

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* 12. Based on the paneilsit view, what is the current valuation of investment grade and high yield corporate credit?

Zero to fifth percentile

Median percentile

Bottom percentile

None of the above

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* 13. What is the panelist view of the USD currency over the medium term?

Will remain persistently high versus a basket of developed currencies.

The USD will decline due to high US deficits versus a basket of developed currencies as US growth normalize and growth will be coming at a faster rate from outside the U.S.

USD currency will be abandoned.

None of the above

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* 14. Negative yielding debt, globally has trended down from its peak of $ 18 trillion about a year and a half ago. Now, at about $12-13 trillion?

False

True

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* 15. The traditional 60/40 portfolio allocation, what are the panelist view on augmenting the 40% allocation to fixed income?

Incorporating a blend of traditional fixed income and non-traditional fixed income or tactical strategies that are opportunistic in nature.

Invest in low yielding US treasuries

Remain passive

None of the above.