Brand Podcast 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.

Purple petals.

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”

Janet Rilling, CFA, head of Plus Fixed Income, and Danny Sarnowski, portfolio specialist for Plus Fixed Income, discuss the costs investors can face as they wait for a “Goldilocks moment” to add duration to their fixed income portfolios following a period of monetary policy tightening by the U.S. Federal Reserve.