Sentences with phrase «duration portfolios»
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.
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.
This category is also home to portfolios that attempt to minimize volatility by maintaining short or ultra-short duration portfolios, but explicitly court significant credit and foreign bond market risk in order to generate high returns.
Given the rising interest rate environment as a result of stronger economic growth, they believe that, in the current market, positioning the fund along the intermediate portion of the yield curve provides investors less interest rate sensitivity than longer duration portfolios.
A 28 - year Fidelity veteran, Galusza manages short duration portfolios, including Fidelity Short - Term Bond Fund, Fidelity Advisor Short Fixed - Income Fund, Fidelity Intermediate Bond Fund, Fidelity Limited Term Bond Fund, and Fidelity Advisor Limited Term Bond Fund.
Relative value fixed income managers such as long / short credit managers appear well positioned, given their shorter duration portfolios, and, in our view, should be able to generate alpha from rising sector dispersion.
Relative value fixed income managers such as long / short credit managers appear well positioned, given their shorter duration portfolios, and, in our view, should be able to generate alpha from rising sector dispersion.