For this episode, we had the pleasure of sitting down with Matthew Crouse, CFA, MBA, Ph.D. (a man of many titles), to discuss his latest article in the AAII Journal, “Fixed-Income Risks and Opportunities in a Rising-Rate Environment.”

He discusses the principles of duration (interest rate risk), credit risk and the yield curve. He also touches on closed-end fund preferreds and bonds funds to help the individual investor navigate the rising-rate environment with ease.

Listen to this episode and learn:

• What duration (interest rate risk) is and how to combat it successfully

• Opportunities and risks of closed-end fund preferreds and bond funds

• The objective of maximizing returns while taking the least amount of risk

Matthew Crouse, CFA, MBA, Ph.D., is an adjunct professor at Westminster College in Salt Lake City, Utah, who specializes in researching closed-end funds (CEFs), exchange-traded funds (ETFs) and other fixed-income products targeted to retail investors. Jenna Brashear is the host of the Individual Investor Show as well as the producer for live AAII webinar events.

Additional Resources

Fixed-Income Risks and Opportunities in a Rising-Rate Environment

More articles by Matthew Crouse

Fidelity: Fixed Income, Bonds & CDs

FactSet: Fixed Income

What Is the Yield Curve?

Preferred Stocks Explained

Understanding Bond Credit Ratings

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The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

Individual Investor Show: Risks & Opportunities in Fixed Income When Rates Are Going Up | AAII