19min chapter

Forward Guidance cover image

Duration Remains Unattractive, Says Veteran High Yield Bond Investor

Forward Guidance

CHAPTER

Investment Strategy in the Short Duration Fixed Income Market

This chapter discusses the speakers' preferences and outlook on the short duration fixed income market, including high yield bonds and investment grade bonds. They emphasize the importance of finding the most attractive part of the market and playing it in the least risky way to protect against downside. They also discuss their strategy of focusing on shorter maturity paper to eliminate spread risk and perform well in a rising rate environment.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode