Market Insights

Market Moment - June 2023

A historical perspective on the merits of investing in short-term bonds versus intermediate bonds in an inverted yield curve environment.

Market Moment - June 2023

Investors remain focused on short-term bonds instead of intermediate bonds in the current inverted yield curve environment, but is it the right approach? Our Investment Management Director of Wealth and Fiduciary Services Anthony Valeri, CFA takes a deep dive into the historical track record of this strategy and – spoiler alert – it’s not a slam dunk.

Market Moment June 2023

From Anthony Valeri, CFA - Director of Investment Management

 


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