Barbell Investing Core Plus
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- Pininvest Analysis
While the barbell approach is a strategic solution for fixed income investing, it’s particularly valuable in a rising rate environment. Interest rates are already at historic lows. Given the unprecedented level of fiscal and monetary stimulus, months of pent-up demand, normalization of supply chains and rollout of effective vaccines, we may see higher rates in the years to come.
As a result, the reflation trade has been receiving increased attention. In this environment, we believe it’s prudent to mitigate overall duration risk by implementing strategies that reduce it or hedge it out.
|WisdomTree Interest Rate Hedged High Yield Bond Fund||HYZD||NASDAQ||-||-||-||203 M||14.1%||Neutral||8%||83%||-4%||
|WisdomTree U.S. Aggregate Bond Enhanced Yield Fund||AGGY||NYSEARCA||-||-||-||1.3 B||-0.5%||Neutral||4%||17%||-5%||