The Duration Risk

EWT's Lyn Alden Schwartzer presented at the Money Show Accredited Investors Expo on Thursday March 4.  As a sharp reduction in interest rates in 2020 pushed up valuations of long-duration assets, including bonds and growth stocks, to very high levels, Lyn discussed how one of the biggest risks and opportunities for multiple asset classes for the next few years is navigating the inflation cycle and the prospect of a steepening yield curve as this duration trade potentially unwinds.