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Risks & Opportunities in Fixed Income When Rates Are Going Up

Risks & Opportunities in Fixed Income When Rates Are Going Up

FromThe Individual Investor Show


Risks & Opportunities in Fixed Income When Rates Are Going Up

FromThe Individual Investor Show

ratings:
Length:
36 minutes
Released:
Sep 22, 2022
Format:
Podcast episode

Description

For this episode, we had the pleasure of sitting down with Matthew Crouse, CFA, MBA, Ph.D. (a man of many titles), to discuss his latest article in the AAII Journal, “Fixed-Income Risks and Opportunities in a Rising-Rate Environment.” He discusses the principles of duration (interest rate risk), credit risk and the yield curve. He also touches on closed-end fund preferreds and bonds funds to help the individual investor navigate the rising-rate environment with ease. Listen to this episode and learn: What duration (interest rate risk) is and how to combat it successfullyOpportunities and risks of closed-end fund preferreds and bond funds The objective of maximizing returns while taking the least amount of risk Matthew Crouse, CFA, MBA, Ph.D., is an adjunct professor at Westminster College in Salt Lake City, Utah, who specializes in researching closed-end funds (CEFs), exchange-traded funds (ETFs) and other fixed-income products targeted to retail investors. Jenna Brashear is the host of the Individual Investor Show as well as the producer for live AAII webinar events. Additional ResourcesFixed-Income Risks and Opportunities in a Rising-Rate Environment More articles by Matthew CrouseFidelity: Fixed Income, Bonds & CDs FactSet: Fixed Income What Is the Yield Curve? Preferred Stocks Explained Understanding Bond Credit Ratings Register for upcoming webinars: https://www.aaii.com/webinars Want more financial education? Learn more about AAII at https://www.aaii.com ABOUT AAII The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research. Individual Investor Show: Risks & Opportunities in Fixed Income When Rates Are Going Up | AAII
Released:
Sep 22, 2022
Format:
Podcast episode

Titles in the series (15)

The Individual Investor Show produced by the American Association of Individual Investors is a bi-monthly financial and investment podcast focused on promoting educational topics in a non-bias, digestible manner.