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Yield conundrum

With #interestrates rising in the US and fixed income portfolios suffering, on average, double digit drawdowns, and with #creditrisk rising moderately, it’s interesting to analyze the chart below; it shows the yield to worst, the #duration and the yield per unit of duration (blue dot) of different Bloomberg fixed income indices. Since interest rate risk is high, and yields are low, floating bonds have been an interesting investment case: 13X more yield adjusted for duration than the short term corporate index. On the flip side, the corporate index, with a massive 8 year duration, barely offers 0.5% adjusted yield. Finally, interesting to note that none of the indices presented here produce a positive real yield (adjusted for inflation).

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