Investing an inheritance high-yield bond ETFs saw inflows

High-yield bond ETFs saw inflows, hinting at a broader risk-on shift. Balancing inherited capital between equities and higher-yield fixed income could optimize total return profiles. In fact, Buffett has long highlighted real estate as a prime example of a productive, income-generating asset. In 2022, Buffett remarked that if you offered him “1% of all the apartment houses in the country” for $25 billion, he would “write you a check [5].” While our internally managed strategies generally align well with our forward-looking views, and we are familiar with the investment processes as well as the risk and compliance philosophy of the firm, it is important to note that J.P. Morgan receives more overall fees when internally managed strategies are included. We offer the option of choosing to exclude J.P. Morgan managed strategies (other than cash and liquidity products) in certain portfolios. Investing an inheritance in energy equities might be timely—WTI crude climbed 1.3% on supply concerns, and integrated oil firms are paying above-average dividends, providing both yield and inflation hedging potential.