The 4 Stages of a Rate Cycle

By Michael Contopoulos, Director of Fixed Income We more than doubled our portfolios’ duration in a single day this summer. Since then, many have asked: If RBA thinks inflation can be persistent and on a secular basis continue to surprise to the upside, why would we overweight long-term Treasuries? The answer lies in the nuances [...] The post The 4 Stages of a Rate Cycle appeared first on ETF Trends .