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3 results found.

Dividend Investing in a Low Rate Environment
by Josh Yafa, Josh Rubin of Thornburg Investment Management, 7/2/19

For yield-seeking investors, dividend-paying stocks may present a compelling risk-adjusted return opportunity over bonds.

Managing Risk Exposures Amid Fed Balance Sheet Normalization
by Josh Yafa of Thornburg Investment Management, 4/12/17

As the Fed raises rates and suggests it may start shrinking its balance sheet later this year, managing duration risk becomes much less straight forward.

Laddered Bond Portfolios: Built to Perform in Rising Rate Environments
by Josh Yafa of Thornburg Investment Management, 5/6/15
As the Federal Reserve prepares to embark on a path of interest rate policy normalization, fixed income investors are finally facing the beginning of a cycle they have feared for the better part of a decade. Yet with answers come more questions, and while investors can reasonably expect a series of Federal Funds rate increases (hereafter, “Fed Funds”), the pace, magnitude, and ripple effects on various segments of the broader fixed income market are open to interpretation.
3 results found.