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The Cash Conundrum – Assessing Duration Risk in an Inverted Yield Curve Environment

April 23: 4:00 pm6:00 pm In Person

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Overview

The negative yield slope on the 3-month and 10-year treasury has persisted since early July of 2022 making it the longest-lasting yield curve inversions on record (surpassing the 624-day inversion in 1978). In this environment, savers are being rewarded nominally for the first time in a long time and they know it. With approximately half a trillion dollars flooding into money markets since The Fed started their hiking cycle in March of 2022, investors now consider an allocation to cash verus bonds or even equity more intensely. This trend coupled with a historically atrocious 2022 for bond investors may have implications for investor psychology regarding the role of bonds in a diversified portfolio. Come hear our experts opine the advantages and disadvantages of an overweight to cash in this marketplace and what needs to happen for the term risk premium to be restored to the yield curve.

Speakers:
Eric Patlovich
Fixed Income Portfolio Manager, New Century Advisors
Chris Tidmore
Senior Manager, Vanguard Investment Advisor Research Center
Lissett Weinmann
Market Leader, BlackRock’s US Wealth Advisory iShares

Price:

CFAW Members:  $35
Non Members:  $55

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Helpful Information:

Metro:  Spring Hill Metro Station (12 minute walk)
Parking:  Parking Garage across the street (8484 Westpark Drive)
Date:  Tuesday, April 23, 2024
Time:  4:00 – 6:00 pm
Place:  Creative Planning | 8444 Westpark Drive | Suite 610 | McLean, VA 22102

Details

Date:
April 23
Time:
4:00 pm – 6:00 pm
Event Category:

Venue

Creative Planning
8444 Westpark Drive, Suite 610
McLean, VA 22102 United States
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