Diamond Hill’s Post

With the Fed in easing mode, yields on cash equivalents may be negatively affected. Join us as we outline strategies to help fixed-income investors manage this climate of heightened reinvestment risk including: • The rising cost of staying heavily invested in cash investments. • How prior periods of falling interest rates have affected the fixed-income market. • The important role short-duration bonds may play, given the current interest rate backdrop #MarketInsights #FixedIncomeStrategies #PortfolioManagement Register now at: https://bit.ly/3YNQwv0

With the Fed in easing mode, yields on cash equivalents may be negatively affected. Join us as we outline strategies to help fixed-income investors manage this climate of heightened reinvestment risk including: • The rising cost of staying heavily invested in cash investments. • How prior periods of falling interest rates have affected the fixed-income market. • The important role short-duration bonds may play, given the current interest rate backdrop #MarketInsights #FixedIncomeStrategies #PortfolioManagement Register now at: https://bit.ly/48OVMn6

With the Fed in easing mode, yields on cash equivalents may be negatively affected. Join us as we outline strategies to help fixed-income investors manage this climate of heightened reinvestment risk including: • The rising cost of staying heavily invested in cash investments. • How prior periods of falling interest rates have affected the fixed-income market. • The important role short-duration bonds may play, given the current interest rate backdrop #MarketInsights #FixedIncomeStrategies #PortfolioManagement Register now at: https://bit.ly/3UJDuh9

Revised expectations around the timing of rate cuts, persistent inflation, and recent trends in the supply of money have investors wondering where the markets will go from here. How do each of these factors influence long-term investors and their portfolios? Read our latest Weekly Insights to learn more. https://lnkd.in/g665FF5w See below for link directly to Regulatory Disclosures for Legacy Capital Wealth Partners, LLC https://lnkd.in/gMbK9u5M

With the Fed in easing mode, yields on cash equivalents may be negatively affected. Join us as we outline strategies to help fixed-income investors manage this climate of heightened reinvestment risk including: • The rising cost of staying heavily invested in cash investments. • How prior periods of falling interest rates have affected the fixed-income market. • The important role short-duration bonds may play, given the current interest rate backdrop #MarketInsights #FixedIncomeStrategies #PortfolioManagement Register now at: https://bit.ly/4fidWQm

With the Fed in easing mode, yields on cash equivalents may be negatively affected. Join us as we outline strategies to help fixed-income investors manage this climate of heightened reinvestment risk including: • The rising cost of staying heavily invested in cash investments. • How prior periods of falling interest rates have affected the fixed-income market. • The important role short-duration bonds may play, given the current interest rate backdrop #MarketInsights #FixedIncomeStrategies #PortfolioManagement https://bit.ly/3ClO8nT

With the Fed in easing mode, yields on cash equivalents may be negatively affected. Join us as we outline strategies to help fixed-income investors manage this climate of heightened reinvestment risk including: • The rising cost of staying heavily invested in cash investments. • How prior periods of falling interest rates have affected the fixed-income market. • The important role short-duration bonds may play, given the current interest rate backdrop #MarketInsights #FixedIncomeStrategies #PortfolioManagement Register now at: https://bit.ly/3AyJMcB

With the Fed in easing mode, yields on cash equivalents may be negatively affected. Join us as we outline strategies to help fixed-income investors manage this climate of heightened reinvestment risk including: • The rising cost of staying heavily invested in cash investments. • How prior periods of falling interest rates have affected the fixed-income market. • The important role short-duration bonds may play, given the current interest rate backdrop #MarketInsights #FixedIncomeStrategies #PortfolioManagement Register now at: https://bit.ly/4floUVb

It was great to be back on CNBC discussing our market outlook and how to position portfolios in the current environment. Below are a few key takeaways from our discussion: ·        Back in December, when the market was pricing in multiple rate cuts starting in early 2024, our view was that interest rates would remain elevated. We stand by this view and believe new evidence is providing even stronger support. ·        S&P 500 #earnings should outpace expectations in Q1, but upside is likely to be muted, given the run up we saw in Q1. ·        As we have been saying for the last two years, #bondyields are likely to remain a key driver of equity prices for the foreseeable future. Fixed income, and low volatility sectors, such as utilities, are likely to be unreliable if the current sell off persists. #economy #investing #wealthmanagement #stockmarket #fed

Not So Fast?? Fixed Income Insights 3Q 2024 The Fed’s long-awaited rate cuts have begun, with a 50-basis points drop in September and expectations of more to come. In anticipation of the cuts, fixed income markets responded with strong third-quarter returns. But how much further will rates fall? Stay tuned as the outlook unfolds. Read the full article for deeper insights into what’s driving these moves and what’s next for investors. 🔗https://hubs.la/Q02VhpgW0