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In an interview with InvestmentNews, Jonathan Rocafort, Head of Fixed Income Solutions at Parametric Portfolio Associates, discusses the potential advantages of tax-optimized bond ladders compared with traditional fixed-income portfolios. Rocafort explains how a tax-aware approach may help investors improve after-tax outcomes while maintaining exposure to high-quality fixed income. The conversation highlights the growing importance of tax management in portfolio construction and how customized bond ladder strategies may help investors navigate changing market conditions and income needs more efficiently.
MSIM Spokesperson
