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EssentialInvestment Ideas

Prudent Bond Investing During Inflationary Spurts

Featuring Sam Dunlap & Jack Farley

Jul 06, 2021 • 66 minutes

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Essential

Investment Ideas

Prudent Bond Investing During Inflationary Spurts

Sam Dunlap shares his views on asset-backed securities in an inflationary regime, U.S. Treasuries, and quantitative easing.

Featuring Sam Dunlap & Jack Farley

Jul 06, 2021 • 66 minutes

Real Vision's Jack Farley speaks with Sam Dunlap, CIO at Angel Oak Capital Advisors, to discuss his views on asset-backed securities in an inflationary regime, U.S. Treasuries, and quantitative easing. Dunlap argues that the over-collateralization of assets post-Great Financial Crisis has made these securities resilient against unforeseen credit risk. He explains the different interest rate environments that favor long or short-duration securities. Additionally, Dunlap dives into the impact of risk-free rates on portfolio diversification and risk for investors in fixed-income securities. Filmed on June 28, 2021. Show More

In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

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In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

More Episodes

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