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Sean Stannard Stockton - Managing In a Volatile Environment

The Business Brew

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Do Values Impact the Downside and Conviction?

We've always assumed that interest rates are going to rev to, say, the ten year yield is going to be similar to long run nominal g d p. So in our case, we never assumed intrest wern to stay low forever. It doesn't do that for every tick of the ten year, right? Or or the economy, but it does overtime. And so if you have four % nominal growth economy, like we did for a decade post financial crisis, it makes every sense that you shuld ave like a four % tenure, not a two % ten yurre, right?

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