Monday, April 3, 2023

Bond Rally

Much has been made of the stock market's strong first-quarter performance. But overlooked, perhaps, has been the bond market, which had a terrible year in 2022 as interest rates spiked thanks to the Federal Reserve.

Lately, though, fixed-income markets have rallied. The two-year Treasury returned 1.68% in March, its best monthly return since July of 2002, according to according to ICE Indices.

A big tailwind for Treasuries last month was all of the upheaval and worries pertaining to regional banks. That made Treasuries an attractive refuge.

I wrote about the trend for Barron's, and why it's unrealistic to expect the same pace of gains for the rest of the year.

Peter Baden, chief investment officer at Genoa Asset Management, points out that a 1.68% monthly return for the rest of the year would result in an annual result of 10.5%. He's not expecting that.

“What we do see is a satisfactory 4% yield that can be a great place to ride out the volatility of a potential hard landing,” he says, referring to the two-year Treasury.


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