Fixdincum Bond Management - The Bums Problem

The cap weighted index is loading up on the most indebted issuers within its universe. This means that an index is at great risk of rotating into the wrong sectors. The corporate component held roughly 32 % in triple be bonds to day, that number has risen to an eye popping 50%. As the world wide hunt for yield continues, the credit sector of the ag is taking on significantly more risk and paying investors less for doing so.

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