Following last week’s movements of the U.S. 10-Year Treasury yield, the ‘Reflation Trade’ theme has taken center stage in bond-land. Against this backdrop, Kevin Flanagan provides potential solutions for investors to consider for their fixed income portfolios.
We believe there will be three key themes for fixed income investors to focus on in the new year. Kevin Flanagan provides a brief synopsis on these themes and potential solutions for them in the fixed income universe.
The headlines surrounding the August Employment Situation report seemed to focus on the moderating pace of new hiring activity. Kevin Flanagan explains why he believes the more notable story was the sizable drop in the unemployment rate and the impact on the fixed income market.
Both the Fed and the U.S. federal government provided unprecedented responses to the market turmoil last week. The natural question on investors’ minds is whether the time has come to begin positioning their fixed income portfolios for what comes next. Kevin Flanagan explains why one of the most noteworthy items to consider is your interest rate profile.