Greg Peters

speaker

64 appearances 1 recordings 1 series first heard Dec 2018 last heard Dec 2018

Greg Peters’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · Special Fed Coverage: How Investors Should Read a Rate Hike · 19 Dec 2018 podcast

And so credit spreads have widened pretty significantly this year.

That's a good news, bad news story, clearly.

But the starting place for 2019 is a much better place.

At the same time, you have a continued proactive Fed and risks are rising.

So I think that means more defensiveness.

And indeed, we are more defensive in our own portfolios.

And so we are taking our risk down broadly.

We actually do think there's value in yields.

So if you think about the debate just six months ago, investors were so worried about yields shooting higher that

I don't think you have that same concern going forward.

And so I think having fixed income in the broader portfolio makes a lot of sense for investors as it's defensive and it should protect you in times of turbulence.

There is.

The big difference year over year is also the front end or cash.

And so cash rates, LIBOR, however you want to look at it, is very attractive.

And so investors can be much more defensive and get paid for it today relative to a couple of years ago.

This is quantitative easing in reverse.

This is QT.

And so investors were forced out the risk curve with quantitative easing.

Cash was at zero.

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