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Audio Commentary
Sep
08
2023

Yield Curve Dynamics and the Case for Duration

In our latest podcast, Portfolio Manager Anujeet Sareen and Senior Vice President – Investment Specialist Katie Klingensmith discuss the drivers behind the recent moves in US Treasury yields. They cover a range of topics, including:

  • The outlook for growth and inflation
  • What the Federal Reserve may need to see to keep rates on hold
  • A potential shift in the equilibrium rate
  • The impact of fiscal policy on the direction in yields

While there are several factors influencing growth and inflation, they describe three potential catalysts that could drive yields lower.

Press play below to listen to the full commentary.

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Katie Klingensmith
Katie Klingensmith »
Senior Vice President – Investment Specialist  |  Articles »
Anujeet Sareen, CFA
Anujeet Sareen, CFA »
Portfolio Manager  |  Articles »
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