Business and Finance Business and Finance
Wed, October 3, 2012

 ;Investment Suggestions in a Tight Spread Environment


Published on 2012-10-03 07:01:07 - Market Wire
  Print publication without navigation


NEW YORK--([ ])--Wall Street Webcasting presentsexclusive video of Rich Gordon, the highly regarded Fixed Income Market Strategist of Wells Fargo Securities (NYSE: WFC). Gordon gives suggestions on which products portfolio managers should invest in during QE3.

"position portfolios for a steeper curve between the intermediate and long end"

The announcement of QE3 has tightened spread products. With the Fed focused on absorbing 35% of mortgage production each month, where should portfolio managers look for returns? Gordon suggests that bank portfolio managers should invest in callable agencies as a defensive investment. Other sectors Gordon suggests investing in are whole loans, mortgage replication trades, munis, structured products, and container bonds.

In the current low yield and narrow spread environment, there are two other strategies that portfolio managers can utilize to get ahead. Gordon says they should aposition portfolios for a steeper curve between the intermediate and long end,a and that they should add gold to absolute return portfolios.

To hear how and why Gordon thinks these are good investment plans, tune into Wells Fargo Securitiesa newest video.

Please visit the following link to view the video:

[ http://www.wsw.com/webcast/wav/ ]

Contributing Sources