In this episode, we dive into the world of interest rates with Kyle Farrell, analyst at Principle Wealth Partners. We explore where interest rates have been and why cash is currently paying so much to investors. In a financial landscape that's constantly shifting, it's essential to ask the critical question: Are these rates sustainable, or should we be looking elsewhere for investment opportunities?
Show Highlights:
History of interest rates (2:25)
Cause for recent rate hikes (4:15)
Where do interest rates go from here (8:15)
The massive shift to money market (11:00)
Volatility in cash yields (14:05)
Opportunities in bonds (18:15)
Bond returns after negative declines (19:30)
Bond returns after rates peak (21:05)
Opportunities for equities (23:30)
Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180