Brendan Murphy, head of North American fixed income at Insight Investment, said investors could consider increasing front-end duration exposure on the U.S. Treasury yield curve. According to Jin10, Murphy said the firm expects the Federal Reserve to keep rates unchanged for an extended period, and the next final rate move may actually be a cut.
He said now may be a good time to consider fixed-income allocations, including adding front-end duration exposure. Murphy also said a prolonged Iran conflict would increase market uncertainty, while the Federal Reserve meeting on Wednesday could include dissenting votes in favor of rate hikes. He added that the Fed has long believed the best strategy is to ignore the impact of energy price shocks unless second-round effects become entrenched or longer-term inflation expectations become unanchored.
Insight Investment: Investors May Consider Adding Short-Dated U.S. Treasury Duration
2026-07-28 05:44:45
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