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Fixed Income Impact Investing

Waiting to extend: A forward-looking approach to fixed income investing

Cadmus M. Hicks
Director of Performance Risk and Analysis
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Investors sometimes want to invest with a money manager who will shorten portfolio duration in advance of an expected increase in interest rates. The problem with any strategy that depends on predicting changes in interest rates is that you can be right about the direction, but wrong about the timing. As a result, your return could be less than you would have received by simply investing in a long-term bond. Here we offer a tool for quantifying the consequences of delaying one’s purchase of long-term bonds, and for setting a target that interest rates must reach in order to justify such a delay.

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Related articles
Weekly Fixed Income Commentary Treasury yields drop on dovish Fed rhetoric
U.S. Treasury yields fell sharply after U.S. Federal Reserve Chair Powell stated that he did not want to “overtighten,” supporting fixed income returns. Separately, economic data was mixed.
Alternatives LIBOR is phasing out. What does that mean for investors?
Preparing for the end of LIBOR is a priority for Nuveen, and our expertise in active management positions us well to manage the complexities.
Income Investing Fixed income perspective: Treasury Inflation Protected Securities
TIPS may benefit a long-term diversified portfolio.

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