MASTER
 
 

RateWatch: Higher, Lower For Longer, Just Right?

By Chicago QWAFAFEW (other events)

Monday, November 16 2015 5:00 PM 7:00 PM CDT
 
ABOUT ABOUT

The federal funds rate has become a collective obsession amongst a host of market participants. After a decades-long bull market in bonds, driven by a concomitant secular decline in interest rates, investors may soon face a new challenge: navigating a rising interest rate environment. The November QWAFAFEW meeting will bring together experts in the field to discuss their unique perspectives on the fate of rates as well as different approaches towards managing interest rate risk. 

The two panelists will be:

  • Bob Johnson, CFA, Director of Economic Analysis, Morningstar
  • Collin Martin, CFA, Director – Fixed Income Strategy, Schwab

Topics to be covered include: 

  • What happens if interest rate were to double in the next 18 months?
  • What will happen to the largest fixed income mutual funds, close-end funds, and ETFs?
  • What are investors doing or should be doing in anticipation?