The Rising Tide of Equity Duration

With concerns of inflation pressures anticipated in the months ahead, investors may be looking to adjust their asset allocation approaches. Though many would associate the concept of duration with Fixed Income, we explore the aspects of Equity Duration. If “a rising tide lifts all boats,” then could this rising tide lift all bonds and stocks? On this episode of Disruptive Forces, Sandy Pomeroy and Will Hunter, Senior Portfolio Manager and Portfolio Manager of Neuberger Berman’s Messinger Group respectively, speak with Anu Rajakumar about the concept of Equity Duration as an intriguing tactic to consider during the potential winds of change in today’s economy.

 

 

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