Fixed Income: Interest Rates, Duration, and Factors
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Hello and welcome back to the Symmetry Delta Podcast for evidence based investing. I\\u2019m your host - Casey Dylan. I\\u2019m joined today by Symmetry\\u2019s Director of Investments - Phil McDonald, CFA, CAIA, CIPM. Today, we\\u2019ll be talking about all things fixed income. Our subjects of discussion will include potential interest rate changes and factors.
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Factors are sources of expected returns. Symmetry searches for factors that have been shown historically to deliver higher returns over time.
Symmetry Partners\' investment approach seeks enhanced returns by over weighting assets that exhibit characteristics that tend to be in accordance with one or more "factors" identified in academic research as historically associated with higher returns. Please be advised that adding these factors may not ensure increased return over a market weighted investment and may lead to under performance relative to the benchmark over the investor\'s time horizon.
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