2024-07-24 15:05:00 ET
Summary
- With political uncertainty hovering over the investment landscape, we recommend focusing on the issue that arguably has more clarity: Fed rate cuts.
- The barbell strategy offers investors flexibility, balancing ultra-short/short positions with longer-duration bonds to maintain flexibility and take advantage of income opportunities.
- Our in-house barbell strategy uses our Floating Rate Treasury Fund for the ultra-short/short position and our Yield Enhanced U.S. Aggregate Bond Fund for the duration counterweight.
By Kevin Flanagan
The news of President Biden dropping out of the presidential race has no doubt created a whole new layer of uncertainty in the market backdrop. Interestingly, the spotlight is always on who is going to become President, but in reality, it’s not that cut and dried. Indeed, equally important is which party is going to control the two chambers of Congress. With this much uncertainty hovering over the investment landscape, we recommend focusing on the issue that arguably has more clarity at this point: Fed rate cuts....
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For further details see:
Money In Motion: Playing The Trade With More Clarity: Rate Cuts