Why Extend Duration: Total Return in Fixed Income

By Jack Janasiewicz, CFA®

Fixed Income Framework: Why Extend Duration Now

PM Jack Janasiewicz analyzes today’s macro backdrop, interest rate moves, and why to add duration to fixed income portfolios.

Looking at inflation dynamics, Natixis Investment Managers Solutions’ Jack Janasiewicz, Portfolio Manager and Lead Portfolio Strategist, believes it is more likely that interest rates remain range bound or move lower from where they are today. With this outlook, he and his team think it makes sense to start extending duration. In this video talk, he provides a macro outlook, explains several economic scenarios that could play out over the next few quarters, and explains how adding duration into portfolios for total return and equity risk-offset potential may be advantageous for long-term investors.
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