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Top related persons:
– - 1 Felipe Villarroel - 1 John Madziyire - 1 Oaktree Capital - 1 Danielle Poli - 1 Anthony Woodside - 1 Woodside - 1 Stephen Dover - 1
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Search resuls for: "Chip Hughey"


2 mentions found


☆ Higher-for-longer rates regime pressures US recession trades
  + stars: | 2023-08-16 | by ( Davide Barbuscia | Thomson Reuters | Davide Barbuscia Covers Macro Investment | ) www.reuters.com   time to read: +6 min
For investors who had expected more economic strife, sticking to those calls has become increasingly difficult. "It's going to take longer for rates to rally," said John Madziyire, senior portfolio manager and head of U.S. Treasuries and TIPS at Vanguard Fixed Income Group. "Recession or no recession, we think the probability of higher-for-longer interest rates is far greater than the likelihood of near-term cuts," credit investment firm Oaktree Capital said in a recent note. A re-acceleration in inflation could lead to higher rates than the market has priced in. Some are navigating the uncertainty by combining exposure to higher-yielding short term bonds with long-term bonds in case of a downturn.
Persons: –, Felipe Villarroel, John Madziyire, Oaktree Capital, Danielle Poli, Anthony Woodside, Woodside, Stephen Dover, Chip Hughey, Davide Barbuscia, Richard Chang Organizations: Bond, Federal Reserve, TwentyFour Asset Management, Bank of, Fitch's U.S, Treasury, Oaktree, Fund, Reuters, U.S, Franklin Templeton Investment Solutions, Truist Advisory Services, Vanguard, Thomson Locations: U.S, Oaktree
☆ Bond investors fearing recession, boost safety bets ahead of FOMC
  + stars: | 2023-05-01 | by ( Gertrude Chavez-Dreyfuss | ) www.reuters.com   time to read: +5 min
Going long duration reflects expectations U.S. yields will fall because the Fed will be forced to cut rates. During the Fed's aggressive rate-hike phase last year, investors shortened their duration exposure. In terms of price action, U.S. 5-year yields dropped 67 bps since March, suggesting increased demand from investors. U.S. Treasuries rallied in March, pushing yields lower, as the market sought safety during the banking crisis. U.S. two-year yields, which reflect rate expectations, fell nearly 60 bps in March, the largest monthly fall since December 2007.
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