Search Results

1. “Capital Markets Fact Book.” SIFMA, July 28, 2025.
2. “About Treasury Marketable Securities.” U.S. Department of the Treasury, 2026.
3. “When Interest rates Go up, Prices of Fixed-rate Bonds Fall.” U.S. Securities and Exchange Commission, 2026.

All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Some of the research and ratings shown in this presentation come from third parties that are not affiliated with Mercer Advisors. The information is believed to be accurate but is not guaranteed or warranted by Mercer Advisors. Content, research, tools and stock or option symbols are for educational and illustrative purposes only and do not imply a recommendation or solicitation to buy or sell a particular security or to engage in any particular investment strategy. Different types of investments involve varying degrees of risk, investments mentioned in this document may not be suitable for all investors. Investments are subject to market risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss.

Hypothetical examples are for illustrative purposes only.