Riding the Curve: Beyond Goldilocks
For bond investors, the “Goldilocks moment” has arrived. We see this as an opportunity to diversify duration or “ride the curve.”
2/16/2024
5 min read
Topic
Fixed Income
Key takeaways
- The “Goldilocks moment” has arrived - use it as an opportunity to “ride the curve.”
- Bond investors should consider diversifying duration to position along the curve.
- Curve opportunities exist at different maturity points and different levels of credit risk.
Related insights
Podcast
Still T-bill and Chill?Jeff Weaver, CFA, head of Allspring’s Global Liquidity Solutions team, and George Bory, CFA, chief investment strategist for Allspring Fixed Income, discuss recent Fed (U.S. Federal Reserve) activity, new money fund liquidity requirements, and allocating investments at the front end of the curve.
Amidst a backdrop of diverging growth and inflation trends driving central bank policy, three strategies for global investors remain as relevant today as they were in the beginning of the year.
Alex Temple, senior portfolio manager, has experience and expertise in credit portfolios and sustainable finance, making him a natural fit to co-manage Allspring’s climate transition credit strategies.
Janet Rilling, head of Allspring’s Plus Fixed Income Team, was named by Morningstar again in 2023 as one of the top female portfolio managers in the U.S.
The municipal bond market is highly fragmented and inefficient, often making it difficult for individual investors to effectively transact. Learn how institutions can offer a better experience for investors who leverage their capabilities.
Recent performance in the fixed income markets has brought tax-loss harvesting into sharper focus. Read why harvesting losses now may help investors mitigate tax erosion and enhance overall wealth.