Asset Allocation Bi-Weekly - Secular Trends In Bond Yields (2/3/2023)

Confluence Podcasts
03/02/2023 11 min Episodio 147
Asset Allocation Bi-Weekly - Secular Trends In Bond Yields (2/3/2023)

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Episode Synopsis


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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