Podcast
The Cost of Waiting for Goldilocks
Janet Rilling and Danny Sarnowski discuss the costs investors can face as they wait for a “Goldilocks moment” to add duration to their fixed income portfolios.
Key takeaways
- Investors are waiting for a “Goldilocks moment” to add duration
- Concentrating in short duration for too long may be costly.
- Consider allocating across duration or “riding the curve”