What Higher for Longer Means for Investors

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About This Episode

The Fed seems headed for a "higher for longer" interest rate policy. My guest and I will explore the implications of fiscal and monetary policy on the shape of the yield curve, personal balance sheets, pension plans, private credit, and opportunities for public companies. We will also discuss the implications for the upcoming election.

About Our Guest

Sal Naro is CIO and senior managing director of Coherence Credit Strategies, a liquid credit hedge fund established in 2012.

Naro's investment expertise is highlighted by the fund's impressive performance, boasting an annualized return of 8% since its inception and a Sharpe ratio of 1.50. His team has garnered significant recognition, including being designated as fund of the year in its category by Hedgeweek U.S. in 2022 and 2023.

With a distinguished career spanning over four decades, including fintech, sell side, and buy side experience, Naro is a recognized industry leader.

Show Notes

Here are some links to learn more about Sal and Coherence Credit Strategies:

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