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SI185: Trend Following in a De-Globalised World

Top Traders Unplugged

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Is There a Bigger Impact on Cash Flows Than Bond Duration?

There's something called equity duration. So when do the cash flows come in? And if you know about a bond duration, as bond duration has more risk because for longer maturity bonds,. Because the cash flows ar arin a more distant future. And so so so it has a so any kind of discounting has a bigger impact. The same applies to companies if you have a company where it where you expect there is going to be more growth. I think we're at the highest level of corporate debt to g d p at the moment in the us. O it just seems to me that e there could be a lot of a headway in front of us.

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