How To Invest For Higher Interest Rates? | Alfonso Peccatiello
Yesterday we posted you Part 1 of our interview with bond expert Alfonso Peccatiello.
In it, he explained what the credit markets are telling us about the future.
Notably, that the Fed will indeed likely hike up to 7 more times this year.
And that recession risk is growing fast.
So how should investors position for this new era of rising interest rates?
In answer, Alf generously shares the exact securities in his own portfolio today.
To learn what they are, watch Part 2 of our interview with Alfonso Peccatiello.
What Serious Investors Are Watching
Dive into expert interviews, market analysis, and long-form content built to help serious investors think long-term.
Wealthion Macro Bites – How the Yen Carry Trade Unwind Is Driving a Global Bond Rout
Bloomberg reports the Mexican government is increasingly confident about a trade deal with the U.S....
Wealthion Macro Bites – Global Bond Markets Reprice as Energy and AI Growth Collide
The world's largest sovereign bond markets are having their worst month in years as soaring...
Wealthion Macro Bites – Oil Prices Now Driving Treasury Yields, FT Data Shows
The FT reports the correlation between Brent crude and 10-year Treasury yields has reached its...
Enjoyed This? Get More Insights
Expert insights and curated opportunities, delivered to your inbox.
Ready to Position for What's Coming?
Whether you're still learning or ready to act, your next step starts here.
- Independent
- Macro-Informed
- Real Asset Focused
The Wealthion Network
By subscribing, you agree to receive Wealthion emails. Unsubscribe anytime.
Network Discussion
Sign in to share your thoughts and connect with other readers.
Join the Wealthion Network to Comment