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CIP Quips

Blackrock’s Bond Chief Gets it

What’s in the news:

In a recent interview Blackrock’s Global Chief Investment Officer of Fixed Income, Rick Rieder, was asked a series of questions surrounding the election, his views on the biggest risks in the bond market, and his thoughts on where to invest.   The snippet below caught our eye…   

Source: Market Insider


What are we thinking?

As an income investor, we attempt to offset the price risk of rising interest rates by counterbalancing longer maturity investments with shorter maturity issues.  Our shorter maturity issues are scheduled to approach maturation just as the Federal Reserve is expected to raise interest rates, providing a more attractive landscape to invest in. Taking Rieder’s advice to hold short and intermediate maturity rates over the coming quarters is a fundamental part of Roosevelt’s recipe for income. 

Managing credit quality and duration as well as diversifying your portfolio with premium bonds can lead to higher yields, reduced price volatility and stability in rising rate environments.  Blending intermediate and short term investment grade corporate bonds with fixed and fixed to floating rate investment grade preferred securities guides us in increasing portfolio income.  



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