Barbell Investing Investment Grade-Based

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Barbell Investing Investment Grade-Based
  • 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.

Barbell Investing Investment Grade-Based • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Momentum Vol. Risk Contrib. MDD
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund AGZD NASDAQ - - - 86 M 2.5 % Neutral 2 %   30 % -1 %
WisdomTree U.S. Aggregate Bond Enhanced Yield Fund AGGY NYSEARCA - - - 1.3 B -0.5 % Neutral 4 %   70 % -5 %