Combining a willingness to consider unconventional fixed - income securities with a low duration portfolio offers the prospect of maintaining such returns in both low and rising interest rate environments. (mutualfundobserver.com)
We are likely to trail the US stock market at the height of these euphoria episodes and remain very content with our long - duration portfolio discipline, which is based on our eight criteria for stock selection. (theinvestorspodcast.com)
If treasury rates in the United States weren't at one to two but were six or eight, we could make a good case for perhaps there's times when you would want to make profits from falling interest rates but right now I think what our investors are looking for is to have a decent yield and be protected from their fear of rising interest rates, so until we get out of this context, I think that it's unlikely that we will deviate much from a two or three year duration portfolio. (renaissanceinvestments.ca)