Co-produced with Beyond Saving and PendragonY for High Dividend Opportunities
Introduction
A common theme that has been driving our investment focus is our belief that interest rates are going to stabilize and start heading back down within the next year or two. This outlook was recently supported by the Federal Reserve, signaling no more rate hikes in 2019. We also believe that with slowing growth, it is likely that rate cuts will occur in late 2019 or 2020.
Our macro strategy has been influenced by these beliefs as we seek to lock-in high yielding fixed