Wealth Building

Talk Your Book: Interest Rates Go Kablooey

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Today’s Talk Your Book is brought to you by Nasdaq:

See here for more information on American Century funds and here for more info on Thornburg Investment Management strategies

On today’s show, we discuss:

American Century Investments:

  • The construction of a short-term fixed income portfolio
  • Thinking about risks within fixed income
  • Thoughts on short-duration during and before a recession
  • Opportunity surrounding duration and the Fed cutting rates
  • Investing in fixed income during inflationary spikes
  • Why yields have been rising during the tariff tantrum

Thornburg Investment Management:

  • An intro on Thornburg
  • Volatility in credit markets
  • How Thornburg thinks about credit investing
  • Fixed income strategy during times of panic
  • Thoughts on CLOs
  • Concerns around stagflation

Listen here:

 

Charts:

American Century Investments:

Thornburg Investment Management:

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