Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Asset Management met with Julie Cooling, Founder & CEO, RIA Channel to discuss how investors can enhance yield with the firm’s barbell strategy.
“There’s a lot going on in the bond market,” says Flanagan on the changing Fed landscape and the very public lowering of interest rates. With all of the recent volatility, WisdomTree aimed to develop a flexible fixed income strategy that would stand the test of time. The firm’s barbell approach allows investors to toggle between the WisdomTree Floating Rate Treasury Fund (USFR) and the WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY). “The barbell offers a nice balance in either direction of duration,” explains Flanagan.
While advisors can reference WisdomTree’s benchmark based on the current state of the fixed income market, they ultimately have the freedom to adjust concentration of either fund depending on their investment needs or position on the market.
To learn more about WisdomTree’s barbell approach, watch the On Demand replay of their recent webcast here.