Asset Allocation Bi-Weekly - Secular Trends In Bond Yields (2/3/2023)

Believing that the secular downtrend in long-term Treasury yields is ending, Confluence has shortened its recommended duration in its fixed income allocations. To accompany the Asset Allocation Bi-Weekly report published on January 30, 2023, Chief Market Strategist Bill O'Grady joins the podcast to discuss why the firm has reached this conclusion about the fixed income markets.

What is Confluence Podcasts?

Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays), and a new monthly Q&A format called the Confluence Mailbag.