Above you can watch the insightful and informative virtual conversation where we delved into the intriguing world of yield curve inversions and their implications for investors. In this discussion, Quadratic Capital Management’s Chief Investment Officer Nancy Davis dissected the current economic landscape, where the Federal Reserve Bank of NY has signaled a striking 67.3% likelihood of a recession within the next 12 months – the highest since the 1980s. With a historical lens, we explored the patterns that have emerged before previous recessions and the unprecedented nature of the current prolonged yield curve inversion.
Amidst the uncertainty, the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) can be a strategic instrument for investors seeking to capitalize on evolving market dynamics. The discussion provided a comprehensive understanding of the opportunities presented by IVOL, its potential role in positioning investors to navigate yield curve normalization and the yields offered by Treasury Inflation-Protected Securities (TIPS). Viewers can glean invaluable insights from our experts as they bridge historical context with future investment prospects, illuminating the complex interplay between yield curve trends, recession projections, and prudent investment strategies. Please watch this full enlightening session above.
- Nancy Davis – Founder & Chief Investment Officer of Quadratic Capital Management
- Moderator Dan Costa – Editor-in-Chief & Chief Content Officer of Worth Media Group
The video contains Nancy Davis’ opinion regarding the market. It should not be regarded as investment or tax advice, or recommendation of specific securities.
To determine if IVOL is an appropriate investment for you, carefully consider the fund’s investment objectives, risk, and charges and expenses. This and other information can be found in the fund’s prospectus, and the summary prospectus, which can be obtained by clicking here. Please read the prospectus, or the summary prospectus, carefully before investing.
For IVOL standard performance as of most recent calendar quarter and month-end, unsubsidized 30 Day SEC Yield, top 10 holdings, risks, and other fund information, please click here. For a glossary of definitions click here.
There are risks involved with investing, including loss of principal. IVOL is distributed by SEI Investments Distribution Co. (SIDCO), 1 Freedom Valley Drive, Oaks, PA 19456. The Fund’s sub-adviser is Quadratic Capital Management LLC (Quadratic). SIDCO is not affiliated with Quadratic, or Worth.