Impacts Of Chasing Yield With An Inverted Curve A Bird's-Eye View Of The Bond Market podcast

Artwork

Trading Business Merganser Capital Management

Innehåll tillhandahållet av Merganser Capital Management. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Merganser Capital Management eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

A Bird's-Eye View of the Bond Market « »
Impacts of Chasing Yield with an Inverted Curve

1+ y ago 6:45

Dela

MP3•Episod hem

Innehåll tillhandahållet av Merganser Capital Management. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Merganser Capital Management eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

In fixed income, it is generally understood that bondholders are paid more to lend for longer, but with an inverted yield curve, this theory is being put to the test. How then, should investors position their short-term reserves in the current environment? Pile into money market funds which are currently outyielding short duration bond funds? Based on our analysis, the answer is not so simple. Hear from Merganser team members Alli Morse, Relationship Manager, as she interviews Todd Copenhaver, Deputy Chief Investment Officer and Portfolio Manager. Together, they review historical performance of ultra-short and short duration bonds and explore the opportunity cost of allocating to each in various market environments.

… continue reading

19 episoder

#Trading #Business #Merganser Capital Management

Artwork

Impacts of Chasing Yield with an Inverted Curve

A Bird's-Eye View of the Bond Market

published 1+ y ago

Dela

MP3•Episod hem

Innehåll tillhandahållet av Merganser Capital Management. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Merganser Capital Management eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

In fixed income, it is generally understood that bondholders are paid more to lend for longer, but with an inverted yield curve, this theory is being put to the test. How then, should investors position their short-term reserves in the current environment? Pile into money market funds which are currently outyielding short duration bond funds? Based on our analysis, the answer is not so simple. Hear from Merganser team members Alli Morse, Relationship Manager, as she interviews Todd Copenhaver, Deputy Chief Investment Officer and Portfolio Manager. Together, they review historical performance of ultra-short and short duration bonds and explore the opportunity cost of allocating to each in various market environments.

… continue reading

19 episoder

#Trading #Business #Merganser Capital Management

Alla avsnitt

×

Välkommen till Player FM

Player FM scannar webben för högkvalitativa podcasts för dig att njuta av nu direkt. Den är den bästa podcast-appen och den fungerar med Android, Iphone och webben. Bli medlem för att synka prenumerationer mellan enheter.

Lyssna på 500+ ämnen