Analyzing Short-Duration Strategies for Rising Rates

While rates continue to rise from historic lows, core bond duration remain near record highs.

On the upcoming webcast, Analyzing Short-Duration Strategies for Rising Rates, Samantha Azzarello, Vice President, Global Market Strategist, J.P. Morgan Asset Management; Alexander Nobile, Vice President, Investment Specialist, J.P. Morgan Asset Management; and Ryan Szakacs, Vice President, ETF Capital Markets, J.P. Morgan Asset Management, will discuss market views and lower duration strategies amid today’s rising rates.

Specifically, the actively managed JPMorgan Ultra-Short Income ETF (JPST) leverages the expertise of J.P. Morgan’s Global Liquidity business. In a rising interest rate environment, investors are looking for a safe way to park their cash and reduce risk exposures, and with something like JPST, investors can utilize an innovative solution to build stronger portfolios. The ETF shows a 2.82% 30-day SEC yield.

JPST will try to provide current income while seeking to maintain a low volatility of principal by investing in investment-grade, U.S.-dollar-denominated short-term fixed, variable and floating rate debt.

Additionally, the fund may include corporate securities, asset-backed securities, mortgage-backed and mortgage-related securities, and high quality money market instruments such as commercial paper and certificates of deposit.