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    Rocco Faiella started as an Advisor in the Insurance and Investment Industry... More

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Bob Swanson, Principal & Portfolio Manager, Cambridge Global Asset Management (Podcast)

Bob Swanson, Principal & Portfolio Manager, Cambridge Global Asset Management: Please click HERE to listen

Portfolios – pared back interest rate exposure
High Income Fund: 18% in bonds, 10% REITs (much lower than average)
Asset Allocation Fund: only 5% bonds, 5% convertibles, 3% in REITs

Dividend Growers - favoured over high-yield stocks as pipelines, telecoms, utilities and REITs are vulnerable to rising rates
“If rates continue to move higher…we’ll see continued volatility and pressure on interest rate market, thus on bond prices”