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Cullen Roche: What Tariffs Mean for Your Portfolio

The Long View

CHAPTER

Navigating Fixed Income Dynamics

This chapter explores the significance of time horizons in fixed income investing, detailing the unique characteristics of various bonds and the behavioral biases investors may face. It discusses the current volatility in the treasury market, the implications for U.S. government bonds compared to international alternatives, and the potential political influences on the Federal Reserve. Furthermore, the chapter outlines strategic investment approaches, including T-bill ladders and the Disciplined Fund ETF, while examining the risks associated with credit spreads and their broader economic implications.

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