Listen "Fixed Income: Interest Rates, Duration, and Factors"
Episode Synopsis
Hello and welcome back to the Symmetry Delta Podcast for evidence based investing. I'm your host - Casey Dylan. I'm joined today by Symmetry's Director of Investments - Phil McDonald, CFA, CAIA, CIPM. Today, we'll be talking about all things fixed income. Our subjects of discussion will include potential interest rate changes and factors. Symmetry Partners, LLC, is an investment adviser firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss. Factors are sources of expected returns. Symmetry searches for factors that have been shown historically to deliver higher returns over time. Symmetry Partners' investment approach seeks enhanced returns by over weighting assets that exhibit characteristics that tend to be in accordance with one or more "factors" identified in academic research as historically associated with higher returns. Please be advised that adding these factors may not ensure increased return over a market weighted investment and may lead to under performance relative to the benchmark over the investor's time horizon.
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