EPISODE · Feb 3, 2023 · 11 MIN
Asset Allocation Bi-Weekly - Secular Trends In Bond Yields (2/3/2023)
from Confluence Podcasts · host Confluence Investment Management
Believing that the secular downtrend in long-term Treasury yields is ending, Confluence has shortened its recommended duration in its fixed income allocations. To accompany the Asset Allocation Bi-Weekly report published on January 30, 2023, Chief Market Strategist Bill O'Grady joins the podcast to discuss why the firm has reached this conclusion about the fixed income markets.
What this episode covers
Believing that the secular downtrend in long-term Treasury yields is ending, Confluence has shortened its recommended duration in its fixed income allocations. To accompany the Asset Allocation Bi-Weekly report published on January 30, 2023, Chief Market Strategist Bill O'Grady joins the podcast to discuss why the firm has reached this conclusion about the fixed income markets.
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Asset Allocation Bi-Weekly - Secular Trends In Bond Yields (2/3/2023)
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