This month's Treasury yields have risen to levels not seen in over a decade. Kevin Flanagan discusses the opportunity this presents for bond investors in 2023.
Read the article
Just like in the first half of 2022, rising short-term rates will continue to be a main focus for investors in the second half of the year. Against this backdrop, Bradley Krom outlines our main play for rising rates: floating rate notes.
Read the article
The overarching trend of rising rates thus far in 2022 has dominated investment discussions. With UST yields already rising, investors are now contemplating if they should reposition their bond portfolios accordingly. Rather than trying to “time the market,” Kevin Flanagan makes the case to utilize a time-tested fixed income approach instead: the barbell.
Read the article
The March FOMC meeting confirmed one very important issue for the money and bond markets: rates are going to continue to go up. Kevin Flanagan discusses what this could mean for Treasury and TIPS yields in the future.
Read the article
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.
While most investors seem focused on the tapering following last week’s Federal Reserve meeting, Kevin Flanagan explains why he believes the more important outcome is the movement in the “blue dots.“
