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Kevin Lamarque - 2 ” - 2 Keith Lerner - 2 Jonathan Duensing - 2
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Search resuls for: "Jonathan Duensing"


4 mentions found


☆ Bonds eye Q4 salvation in another year to forget: McGeever
  + stars: | 2023-10-03 | by ( Jamie Mcgeever | ) www.reuters.com   time to read: +5 min
Treasury bond indexes are down as much as 2.5% this year, not a huge move and most of it has come since Federal Reserve policymakers published their upwardly revised median policy projections on Sept. 20. For an investor with a typical portfolio weighted 60% stocks and 40% bonds, these losses are more than offset by double-digit equity returns. Their base case is for a 14% return on 10-year Treasuries, rising to 20% in the event of recession. Even in their upside scenario of a more resilient economy, 10-year Treasuries should return around 10% over the coming year, they estimate. Commodity Futures Trading Commission data, meanwhile, showed that asset managers had built up a then record net long position in 10-year Treasuries futures of 1.26 million contracts by mid-January.
Persons: Kevin Lamarque, ”, Keith Lerner, Jonathan Duensing Organizations: Department of, U.S . Treasury, REUTERS, U.S, Treasuries, U.S ., Bank of America, Treasury, Bloomberg U.S, ICE, Advisory, Fed, UBS, Bank of, Futures, Amundi, Reuters Locations: ORLANDO, Florida, Washington , U.S, U.S . Republic, Treasuries
☆ Column-Bonds eye Q4 salvation in another year to forget: McGeever
  + stars: | 2023-10-03 | by ( Jamie Mcgeever | ) www.reuters.com   time to read: +5 min
Treasury bond indexes are down as much as 2.5% this year, not a huge move and most of it has come since Federal Reserve policymakers published their upwardly revised median policy projections on Sept. 20. For an investor with a typical portfolio weighted 60% stocks and 40% bonds, these losses are more than offset by double-digit equity returns. Their base case is for a 14% return on 10-year Treasuries, rising to 20% in the event of recession. Even in their upside scenario of a more resilient economy, 10-year Treasuries should return around 10% over the coming year, they estimate. Commodity Futures Trading Commission data, meanwhile, showed that asset managers had built up a then record net long position in 10-year Treasuries futures of 1.26 million contracts by mid-January.
Persons: Kevin Lamarque, ”, Keith Lerner, Jonathan Duensing Organizations: Department of, U.S . Treasury, REUTERS, U.S, Treasuries, U.S ., Bank of America, Treasury, Bloomberg U.S, ICE, Advisory, Fed, UBS, Bank of, Futures, Amundi, Reuters Locations: ORLANDO, Florida, Washington , U.S, U.S . Republic, Treasuries
☆ Investors look past US tech sector as uncertain environment clouds outlook
  + stars: | 2023-05-19 | by ( Lisa Pauline Mattackal Divya Chowdhury | Lisa Pauline Mattackal | Divya Chowdhury | ) www.reuters.com   time to read: +2 min
MUMBAI, May 19 (Reuters) - Investors are looking beyond the U.S. technology sector's bounceback this year for longer-term returns, as higher interest rates and an uncertain macroeconomic picture could present further headwinds, fund managers and strategists said. "The tendency is that ... the sector that leads in one cycle doesn't tend to lead in the following cycle," Yoder told the Reuters Global Markets Forum. "We are staying away from the more interest rate-sensitive sectors such as tech," said Jonathan Mondillo, head of North American fixed income at abrdn. Anticipating an economic slowdown in the second half, more cautious and selective positioning across fixed income portfolios is a better bet, said Jonathan Duensing, head of U.S. fixed income at Amundi. "We've always felt that the tech sector in general is one where you need to be very selective," Duensing said.
☆ Fed rate hikes have made some corporate bonds very attractive. How to profit from it
  + stars: | 2022-09-27 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +5 min
As stocks sink and interest rates rise, investors are getting more excited about corporate bonds than they've been in a generation. One side effect of Federal Reserve tightening policy is it has made interest rates go up everywhere — including in the corporate bond market. The way we choose to access corporate bonds is through a highly diversified low cost index fund and part of the reason for that is when it comes to corporate bonds, there's more difficulty with them than with government bonds," he said. Playing through funds A fund that tracks short-term corporates is the SPSB, SPDR Portfolio Short Term Corporate Bond ETF . There is also the Vanguard Short-Term Corporate Bond ETF VCSH , which tracks a corporate bond index, is off 8.5% this year.
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