“Considering the softer tone from the Fed and the demand for duration since the start of the year, we recently closed our short-duration position.” — Alexandre Morin
Key Takeaways:
- The year started with a rally in every asset class.
- A consolidation in bond yields is now expected.
- We are neutral duration and overweight credit as we move into the year.
Alexandre Morin, CFA
Senior Director, Portfolio Manager, Fixed Income, iAIM
