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Navigating An Increasingly Complex Fixed Income Landscape With IVOL's Nancy Davis

Navigating An Increasingly Complex Fixed Income Landscape With IVOL's Nancy Davis

FromLet's Talk ETFs


Navigating An Increasingly Complex Fixed Income Landscape With IVOL's Nancy Davis

FromLet's Talk ETFs

ratings:
Length:
49 minutes
Released:
Mar 11, 2021
Format:
Podcast episode

Description

"Runaway inflation or continued deflation?" "Rising rates or rates dropping below the zero bound?" These are just some of the questions investors are starting to ponder as the economy re-opens. The current interest rate environment is particularly complex because there are so many competing forces and known unknowns on the horizon. Quadratic Capital's Nancy Davis rejoins the podcast to talk investors through the current uncertainty and explain how her firm's increasingly popular Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) simultaneously protects against inflation and interest rate volatility.Show Notes4:45 - A quick two billion: Why has IVOL increasingly resonated so much with investors?6:45 - How does IVOL offer higher distributions than funds like the Schwab U.S. TIPS ETF (SCHP) and iShares TIPS Bond ETF (TIP)?10:30 - Who is holding IVOL: Break down of institutional vs. retail ownership13:00 - How are investors using IVOL in their portfolios?15:15 - Nancy's current outlook for U.S. interest rates?19:00 - What would it take policy-wise for the yield curve to widen meaningfully?26:45 - How concerned do investors need to be with inflation right now?36:00 - Rates, credit spreads and understanding what you own: IVOL within a broader portfolio strategyLearn more about your ad choices. Visit megaphone.fm/adchoices
Released:
Mar 11, 2021
Format:
Podcast episode

Titles in the series (100)

Let’s Talk ETFs is Seeking Alpha's podcast dedicated to the exchange traded fund space. Hosted by Seeking Alpha’s ETF expert, Jonathan Liss, the podcast features long-form conversations with industry insiders, ETF issuers, asset managers and investment advisers to explore the ways in which ETFs continue to evolve, helping investors to reach their financial goals.