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This Week From the Pallas Perspective - After a Tough Couple of Years, Bonds Positioned to Play a Role in Diversified Portfolios

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Manage episode 377106000 series 3358692
Content provided by Pallas Capital Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pallas Capital Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The release of this week’s Consumer Price Index data for August revealed a rise in inflation compared to July.
Though still lower than the previous year, the data suggests that the trajectory of interest rates looks likely to be
higher for longer. However, following a historic third year of negative returns for the aggregate bond index, the
role of bonds in a diversified portfolio is more attractive.

  continue reading

92 episodes

Artwork
iconShare
 
Manage episode 377106000 series 3358692
Content provided by Pallas Capital Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pallas Capital Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The release of this week’s Consumer Price Index data for August revealed a rise in inflation compared to July.
Though still lower than the previous year, the data suggests that the trajectory of interest rates looks likely to be
higher for longer. However, following a historic third year of negative returns for the aggregate bond index, the
role of bonds in a diversified portfolio is more attractive.

  continue reading

92 episodes

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