Enhance Yield with a Barbell Strategy

With uncertain Fed and global policy, fixed income investors may be struggling to position their portfolios. In times like these, we believe the best approach may be to use a time-tested strategy.

What is a Barbell Investing Strategy?

We use two of our fixed income Funds in the barbell approach, the WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY), and the WisdomTree Floating Rate Treasury Fund (USFR) to seek a balance between long-term income potential and short-term duration reduction. The desired outcome? Enhanced yield and lower interest rate risk.

WisdomTree's Head of Fixed Income Strategy Talks AGGY and USFR Barbell Approach on NYSE's What's the Fund
WisdomTree's Head of Fixed Income Strategy, Kevin Flanagan, joins NYSE's Judy Shaw and Matt Kobach for an episode of What's the Fund to discuss a fixed income solution called a barbell strategy, a combination of the WisdomTree Floating Rate Treasury Fund, ticker USFR, and the WisdomTree Yield Enhanced U.S. Aggregate Bond Fund, ticker AGGY.
Kevin Flanagan on Enhancing Yield with a Barbell Approach
Our Head of Fixed Income Strategy, Kevin Flanagan, met with the Founder & CEO of RIA Channel, Julie Cooling, to discuss how fixed income investors can potentially enhance yield with a WisdomTree barbell strategy.

Commentaries from Kevin Flanagan

The WisdomTree Barbell Strategy

 When USFR is used in conjunction with AGGY we believe it's possible to generate the yield of the Bloomberg Barclays U.S. Aggregate Bond Index (Agg) with significantly less duration, or interest rate risk.


Basis Points Podcast with Kevin Flanagan