This content is from: Portfolio D.E. Shaw: Stock Investors May Have More Exposure to Interest Rates Than They Think The real estate and utility sectors would underperform the most if interest rates continue to rise. By Hannah Zhang June 27, 2022
This content is from: Portfolio This Bond Strategy Has Been Unloved For Decades. Now, It’s Making a Comeback. Owning fixed income securities has worked well for so long in a falling-rate environment that people have almost found “shorting bonds scary,” argues Kathryn Kaminski of AlphaSimplex. By Hannah Zhang August 12, 2022
This content is from: Portfolio Growth Stocks Are Back. Will It Last? Rising interest rates, declining consumer confidence, and even the slowing Chinese economy could jeopardize a comeback in growth stocks. By Hannah Zhang August 15, 2022
This content is from: Portfolio Is It Time For Convertible Bonds? The underlying stocks of convertible bonds are trading at the low end of their historic valuations, according to Advent Capital’s David Hulme. By Hannah Zhang September 07, 2022
