“The diversifier is a bond that the best predictor for intermediate majority bonds is the starting yield. Yields have a lot of room to fall… cushion the downside.”
♫
Said on Squawk Box Europe Express
“EM local bonds were up almost 18 percent last year…still higher on the year while other fixed income returns are flat to negative.”
Brij Khurana · Alpha Exchange · Brij Khurana, Fixed Income Portfolio Manager, Wellington
Play from 34:46
34:46
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What was described
Allocate to emerging-market local-currency bonds to capture higher real yields and currency appreciation
EM local bonds up ~18% last year; still up YTD in a flat/negative fixed-income environment
Said nearby on the same subject
“Private credit and alternative bonds has generated two to three times the income yield of traditional bonds”
♫
Said on Tony Robbins Podcast Daily
“Every yield from 7s to 30s is doing that… I’ll step up and own longer durations… because I want to capture those yields.”
JB
Jim Bianco
Monetary Matters with Jack Farley ·
“We manage multi-asset portfolios… strategic asset allocation of 30% currency hedged… based on a view that the Australian dollar is probably about fair value”
♫
Said on Equity Mates Investing Podcast
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