Ep. 11 | Pendulum Shift: Inflation, Interest Rates, and Fed Policy

Amidst dramatic declines in the bond market, Crawford has maintained its longstanding bias to high quality. This coupled with a common sense approach to maturity management, adequate diversification, and prudent utilization of spread sectors to increase yield, has helped preserve capital in a very difficult environment. We believe successfully navigating market environments like the one we are currently experiencing demonstrates the true quality of a bond manager.

In this episode, we discuss the current market environment and silver linings for investors with a long-term investment perspective.

Please reference our related Perspectives post for more detail:

Disclosures:

Crawford Investment Counsel Inc. (“Crawford”) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Crawford including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request.

This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy.

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