Conference Agenda Item
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3:45-4:45- Concurrent Sessions
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106-Optimizing Your Fixed Income Portfolio While Minimizing Reinvestment Risk
Asset Management
The Federal Reserve raised interest rates by 425 bps in 2022, to a range of 4.25% to 4.50%. This was one of the most aggressive starts to a tightening cycle in the last 40 years and the Fed Funds Rate is now at its highest level since 2007. While this is a good time to be a cash investor, it’s also a challenging time given the shape of curve and the specter of persistent inflation. Where on the yield curve does it make sense to position your portfolio? Do you maximize yields today or extend duration to potentially lock in better levels of income over the long term?Hear from Merganser Capital Management’s Chief Investment Officer, Andy Smock, and Boston College Director of Investments, David Martens, to discuss different cash investment portfolio strategies across the yield curve.
David Martens, Boston College
Andrew M. Smock CFA, Merganser Capital Management
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