investment grade fixed income

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jul 29, 2024 by Jeff Assaf · across every show →

Everything said about investment grade fixed income, oldest first

Jul 29, 2024 negative
Disclosure
Assaf: ICG mostly avoided investment-grade fixed income for 10-15 years
“Well, we haven't had long only investment grade fixed income in client portfolios for probably more than the last 10 years, maybe the last 10 or 15 years, and if we had it was really short duration, almost extended duration cash type stuff, but no traditional …”
Jeff Assaf Jul 29, 2024 ▶ 25:56 Jeff Assaf - Protecting Clients and Assets at ICG (EP.398)
Jun 22, 2026 neutral
Disclosure
Williams College cut its fixed income allocation from 10% to 1%
“We did reintroduce it about a year ago as rates came off of zero, but it's still a modest position. It's one percent position in our portfolio, and it's meant to be that rainy day. It's not a big piece of what we do anymore. It used to be 10% of the portfolio …”
Abigail Wattley Jun 22, 2026 ▶ 35:16 Homegrown CIO at Williams College - Abigail Wattley (EP.507)
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