duration

3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Jun 11, 2018 by Tom Lydon · across every show →

Everything said about duration, oldest first

Jun 11, 2018 bearish

Assertion Contradicted

Barclays Agg Credit Rating Dropped and Duration Doubled Since the GFC

“The Barclays Ag is not the Barclays Ag that it was at the end of the financial crisis, right? So the credit rating, Is a lot less today than it was back then, number one. Duration is doubled since that period of time.”

Tom Lydon Jun 11, 2018 ▶ 49:31 Tom Lydon – ETF Trends (Capital Allocators, EP.56)

Feb 20, 2023

Disclosure

Ivascyn: PIMCO shifted duration from record lows to near-neutral positioning

“We have taken our duration higher. About 18 months or so ago, we were running near the historically lowest level within our duration range, and as markets have become more attractive just from a rates perspective, we've taken that all the way up to neutral dur…”

Dan Ivascyn Feb 20, 2023 ▶ 29:50 Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298)

Dec 14, 2023 neutral

Assertion Supported

Haugaard: Hard Currency Emerging Market Debt Averages Under Seven Years Duration

“And it's a relatively long duration asset class, so duration a little less than seven years.”

Thomas Haugaard Dec 14, 2023 ▶ 11:19 Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)

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duration

Everything said about duration, oldest first

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