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Fixed Income - What the Curve is Saying
Manage episode 320939878 series 1809257
With higher rates appearing inevitable, fixed income investors must weigh a range of maturities, sectors and credit quality along the yield curve, including low duration strategies less exposed to rate hikes. Plus, how inflation and policy decisions fit into the equation. And, where there could be opportunity at the shorter end of the yield curve. Our Stephen Dover joins Walter Kilcullen of Western Asset Management and Franklin Templeton Fixed Income’s Reema Agarwal to talk about it all.
131 episodi
Manage episode 320939878 series 1809257
With higher rates appearing inevitable, fixed income investors must weigh a range of maturities, sectors and credit quality along the yield curve, including low duration strategies less exposed to rate hikes. Plus, how inflation and policy decisions fit into the equation. And, where there could be opportunity at the shorter end of the yield curve. Our Stephen Dover joins Walter Kilcullen of Western Asset Management and Franklin Templeton Fixed Income’s Reema Agarwal to talk about it all.
131 episodi
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