Corporate Bonds - Hedging Rising Rates

Components Performance/Risk
Period Return
10.8%
Return Rank
Below Average
Risk Exposure
Low Risk

Anticipations of future interest rate trends turn out to be art rather than science if the past 12 months are any guide

Because markets have been wrong-footed repeatedly, options to buffer the whipsaw risk of rate reversal on bond investments are worth consideration

Straighforward floating rate funds with investment grade characteristics compare favorably with more risky floating rate loans included in the selection 

Alternatively, structured funds (buy-write strategies) and long-short investments dampen interest rate impact

 

To track the market outlook, momentum signals trends of the last 5 days against a 20-day average

For comparison, select various time frames in the top right menu box, from 2 weeks to a full year (performance of some very recently listed ETFs may not be significant for lack of price data

Performance History
Components Performance/Risk
Weights by Sub Category
Sub Category Performance/Risk