INSIGHTS & STRATEGIES

WisdomTree Blog

In 2021, our primary theme was the reflation trade, which obviously turned into the inflation trade when the ‘whites of the eyes’ of inflation could first be seen back in May. As we enter 2022, Kevin Flanagan discusses our new primary investment theme: rising rates. 

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The potential for rising rates has entered the conversation again, giving investors a second opportunity to deploy rate hedging strategies. Kevin Flanagan outlines a potential solution for investors seeking to prepare their portfolios in the event of a rising rate environment. 

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A “core” building block of any fixed income portfolio may be a safeguard from rising rates. Kevin Flanagan explains how our Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) could potentially serve as an effective pairing with one’s core bond holding.

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Last week, Federal Reserve Chairman Jerome Powell reiterated his stance that the recent spike in inflation is only transitory. Against this backdrop, Kevin Flanagan highlights two overarching fixed income investing themes for the second half of this year and into 2022. 

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Can Treasury yields rise even if the Federal Reserve doesn’t raise rates? The 2021 experience has shown investors that they certainly can. Kevin Flanagan discusses.

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As investors sort through the aftermath of the recent bond market turmoil, there have been questions around potential value and income opportunities in the fixed income space. Kevin Flanagan explains why he has high hopes for the U.S. high-yield corporate bond sector.

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