The bond world changed dramatically in 2022. From several years of historically low to negative interest rates, as far as the eye could see, the horizon is now filled with rising rates across the globe. It’s a welcome change for yield starved investors and fixed income managers who have been coping with a record breaking yield drought.

One of them is this weekend’s guest who recently reopened his fund to new investors because of the “improved opportunity set.” He is Tom Atteberry, now Senior Advisor to FPA New Income Fund having just retired, as planned, from his portfolio manager duties in July of this year. He had been Portfolio Manager of the fund since 2004.

Atteberry will discuss why they have reopened the fund and where they are investing now. He will also share his current preference for asset-backed bonds over Treasuries and corporates.

00:00 Hello
00:35 Introduction
02:11 Interview with Tom Atteberry
21:26 One Investment
23:48 Action Point

#bonds #investing #financialplanning

WEALTHTRACK #1911 broadcast on September 09, 2022

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