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“How Risky Are Bonds if Interest Rates Rise?” (Institutional Investor’s alpha)

By October 22, 2012 No Comments

“How Risky Are Bonds if Interest Rates Rise?”
Institutional Investor’s alpha
Oct 22, 2012

Selected excerpts:

Given today’s extraordinarily low rate environment, current bondholders are concerned they’ll be left holding depreciating assets when rates reverse course…

All results generally point to the same underlying theme – degrading risk/reward characteristics of an investment that many believe to be the “safest” in their portfolio…

One of the benefits of these challenging times is a general change in portfolio construction toward combing investments based on their beneficial diversifying traits as opposed to their asset classification. This is a positive shift, and one that should advantage investors in reaching their goals both near and far.

The information contained herein is not for retail investors but intended for use by institutional and professional investors including “Qualified Purchaser” within the meaning of the 1940 Act which also qualifies it for the status of “Qualified Eligible Person” under CFTC Regulation 4.7. Alternative investments are speculative, involve substantial risks and are not suitable for all investors. This information is not a solicitation for investment. Such investment is only offered on the basis of information and representations made in the appropriate offering documentation. Past performance is not necessarily indicative of future results. Welton Investment Partners LLC is a Delaware limited liability company that provides investment advisory and day-to-day operational services previously assumed by Welton Investment Corporation, its predecessor, which itself merged from a California corporation originally formed in 1988.


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