Cash Returns Almost as Much as Bonds Over Decade
Cash Returns Almost as Much as Bonds Over Decade
Source: Bloomberg, Redwood. Data as of 3/6/2024. Date Range from 2/28/2014 - 2/292024.
- Investors have been better off staying in T-Bills for the past one, three, and five-year periods.
- Most of the underperformance began in 2022 when the Federal Reserve began aggressive rate increases.
- This dramatic reality in public fixed-income is why we have made the adaptations in our investment models over the last 16 months.
- We will continue to adapt and evolve to this changing fixed-income reality.
Regards,
Allgood Financial
Disclosure: This piece is for informational purposes only and contains opinions that should not be construed as facts. Information provided herein from third parties is obtained from sources believed to be reliable, but no reservation or warranty is made as to its accuracy or completeness. Charts and graphs are for illustrative purposes only. Discussion of any specific strategy is not intended as a guarantee of profit or loss. Past performance is not a guarantee of future results. The objectives mentioned are not guaranteed to be achieved. Investors cannot invest directly in any of the indices mentioned above.
