The Great Rotation? Implications of the Recent Volatility in Interest Rates

October 2013
Most financial market commentators have been calling for a secular rise in interest rates for several years only to find interest rates reaching new lows. Is the recent sharp jump in rates the beginning of the secular rise many forecasters have been predicting or is this just another false alarm? In this Rocaton Insights, we review recent Federal Reserve market actions and suggest alternatives for investors to position their fixed income portfolios.


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