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What's Going On?

  • Writer: Tony Fung
    Tony Fung
  • Jan 15
  • 1 min read




In our 2025 Report, shared with friends and investors in early December 2024, we assert that the U.S. Treasury (UST) yield curve is expected to steepen, particularly in the longer-term segment, leading to increased yields and rates. We believe a yield range of 5-6% is reasonable. Year-to-date, those who recommended extending duration in fixed income portfolios have faced losses.

 

We anticipate heightened volatility in the capital markets, influenced by potential surprises from Trump’s policies. Additionally, the recent devastating fire in Los Angeles raises concerns that inflation in the U.S. may increase further.

 

We have recently advised clients to consider the low volatility characteristics of the Sparc Fund, integrating it into a portfolio of ETFs discussed in our 2025 Report. This strategy aims to significantly reduce portfolio uncertainty while providing stable returns.

 

For any inquiries, please contact Tony at 93557128 for a quick discussion.

 


 

 
 

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