Asset Allocation Bi-Weekly - Why We Are Keeping Duration Short (5/8/2023)

Confluence Podcasts
08/05/2023 11 min Episodio 160
Asset Allocation Bi-Weekly - Why We Are Keeping Duration Short (5/8/2023)

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Episode Synopsis


The yield curve is inverted, and recession is in the forecast. Recent history suggests investment managers facing these circumstances nearly always recommend longer-term bonds within the fixed income space, but Confluence Investment Management says this time is different. Confluence Chief Market Strategist Bill O'Grady joins the podcast to explain why.

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