rising interest rates

August 17 2015

What Is NFLT And Why The Big Trade?

Below is a synopsis of this investment report:

DIAS portfolios put a large amount of cash to work by buying a newly launched Exchange Traded Fund (ETF) this week.
This ETF is designed to generate attractive income from sectors in the fixed income market that are expected to be less sensitive to interest rates.
This move is simply the next step in preparing for a rising interest rate environment.

For full access to the investment report titled “What Is NFLT And Why The Big Trade?”, please contact us.

October 7 2013

Below is a synopsis of this investment report:

The media has devoted a great deal of attention towards the government shutdown and debt ceiling debates this week, as well as a possible default by the U.S. government on its debt.
Whereas we feel that the government shutdown is immaterial, the debt ceiling issue is a more serious situation as even a threat of default will cause long-term interest rates to rise.
Although we believe that the odds of a default are extremely low, we are taking steps to shield our income portfolios from the negative effects of rising interest rates.

For full access to the investment report titled “Debt Ceiling Implications”, please contact us.