Rising Rates: Which Bonds Might Make Sense

Bullish Gator

Collin Martin and Liz Ann Sonders explain rebalancing strategies for bond investors as interest rates rise, highlighting bond types and portfolio adjustments to consider.

Editorial companion

What stands out

On Schwab's webcast Collin Martin and Liz Ann Sonders walked viewers through why rebalancing matters when interest rates rise and what bond allocations might look like as a result. That conversation matters because rebalancing is how ordinary investors translate macro moves into trades, and those trades flow through custodians like Charles Schwab. Schwab's exchange-traded fund (ETF) lineup has attracted attention, SCHD drew headlines for a stunning 29% reversal, a reminder that fund flows and client activity can amplify market moves quickly.