KJH Perspectives: Credit - The 60/40 Portfolio is Broken

KJH Insights - Managing Risk & Returns

English - February 11, 2022 04:39 - 18 minutes - 26 MB
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Previous Episode: What to Watch: A Look Back on 2021 and Our Investment Outlook for 2022

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Sarah Bull, Partner & Portfolio Manager, and Daniel Child, Founding Partner of YTM Capital & Portfolio Manager of the KJH Credit Fund, discuss how the fixed income market dynamics have evolved and their expectations going forward, including how Fed policy is affecting the credit market, and how they are navigating the rising interest rate environment. Sarah and Daniel also outline where we see opportunities for 2022, where we believe there are risks and how we are positioning the KJH Credit Fund as a result.