How Much Does the Yield Curve Play Into Your Portfolio?

Agan: One of the ways that you can add value as an institutional investor is looking at what does the shape of the yield curve look like. A two year mune yields maybe ten basis points, or point one, zero %. In a low yielding market, where your alternatives of sitting in cash are really generating zero, it is a to add a fairly large amount of total return to one's portfolio.

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