How To Invest For Higher Interest Rates? | Alfonso Peccatiello
Yesterday we posted you Part 1 of our interview with bond expert Alfonso Peccatiello.
In it, he explained what the credit markets are telling us about the future.
Notably, that the Fed will indeed likely hike up to 7 more times this year.
And that recession risk is growing fast.
So how should investors position for this new era of rising interest rates?
In answer, Alf generously shares the exact securities in his own portfolio today.
To learn what they are, watch Part 2 of our interview with Alfonso Peccatiello.
What Serious Investors Are Watching
Dive into expert interviews, market analysis, and long-form content built to help serious investors think long-term.
Natural Gas and Data Centers: The Near-Term Power Trade
How gas producers, pipeline operators, turbine makers and power generators are paid, and when data-center demand reaches each business's revenue.
The Transformer Shortage: What It Means for the AI Buildout
A generator step-up transformer ordered in early 2026 could take more than three years to...
How Debt Is Getting in the Way of Retirement Savings
Savers say they need $1.2 million to retire comfortably. About half expect to arrive with...
Enjoyed This? Get More Insights
Expert insights and curated opportunities, delivered to your inbox.
Ready to Position for What's Coming?
Whether you're still learning or ready to act, your next step starts here.
- Independent
- Macro-Informed
- Real Asset Focused
The Wealthion Network
By subscribing, you agree to receive Wealthion emails. Unsubscribe anytime.
The Wealthion Network
By subscribing, you agree to receive Wealthion emails. Unsubscribe anytime.
Network Discussion
Sign in to share your thoughts and connect with other readers.
Join the Wealthion Network to Comment