“I think a lot of people view the QE ... as primarily working through the balance sheet ... but ... yields would rise ... investors sell bonds because they're not as excited”
BK
Brij Khurana
Alpha Exchange ·
“…if you're worried about yields further rising, well, you just buy floating rate bonds. So you're not exposed to that duration.”
The Money Puzzle · Why the $175 billion man still likes the sharemarket (with UniSuper's John Pearce)
Play from 18:18
18:18
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What was described
Buy floating-rate bonds to avoid duration risk when yields are rising
Said nearby on the same subject
“In 2020, average yield 2%, duration 7%… today, 5.5% yield, duration 5.5%… a 1% move loses 5.5% of money.”
JB
Jim Bianco
The Master Investor Podcast with Wilfred Frost ·
“Make sure that you are in shorter duration debt… you bought duration… bonds can also be very risky… short of duration is a good idea at the moment.”
♫
Said on Bloomberg Money
“A dedicated risk-off sleeve… only designed to sell equities when there's a rapid rise in flow data… our edge rises, and it helps our clients”
PW
Patrick Welton
Top Traders Unplugged ·
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