Incertus | Portfolio Trade
With rising long-term yields and potential reinflation, we increased our allocation to assets that will likely benefit from the current market environment, and reduced our allocation to securities that will likely lag during a rising interest rate environment.
Latest Posts
by IRON FinancialHigh-Q | Semi-Annual Reconstitution – 2023
The major sector allocation changes we saw were in real estate, utilities, consumer cyclicals, and financial services.
by IRON FinancialFixed Income Service | Are bonds back?
Short-term Treasury yields rise above 4.5% -- a 15-year high!
by IRON FinancialCore Plus Suite | Performance – February 2023
Performance for the IRON Core Plus Portfolios as of February 28, 2023 is now available.