@EricBalchunas@JSeyff Agreed. I mean these contracts are already being used as portfolio hedges….matter of time before they are held within an ETF whether full strategy or not...my guess it’ll start with treasury + laddered/rolling fed decision hedge.
Colombian inflation accelerated in January after a record increase in the minimum wage, cementing expectations that the central bank will keep lifting interest rates https://t.co/I3AQiAbCTc
With global real yields near decade highs and compressed breakevens, ILS are once again offering attractive inflation adjusted entry points….but what is the opportunity cost vs other international unhedged exposures?
My latest paper explores the market for international inflation-linked securities (ILS) and the opportunity they present for US investors.
https://t.co/XCA7EIPTOT
Moving from Lipper Research to FTSE Russell Product, writing was the best way for me to learn the US fixed income suite and capabilities. Was proud of this paper. Pleasant surprise with this nomination. https://t.co/1tLtCLAsV2 @FTSERussell
Talking international fixed income strategies and market trends here….maybe listen on 1.25x speed… I might talk slow. @FTSERussell #WGBI#WorldBIG#EMUSDGBI https://t.co/af5Udq6X7u