As a bond fund manager, Hunt believes long-term treasury yields will trend downward, and he believes a long duration portfolio is warranted, despite the mixed nature of the economy, because critical forward-looking elements indicate falling yields ahead.
forecastpending
Speaker
Lacy HuntEvidence Quote
“we believe that the trend is downwind and we believe we have a long duration and uh the our long duration product does have a game for this year loss last year we're not happy with but we we believe in spite of the mixed nature of the of the economy we believe the critical forward elements the ones that will ultimately determine indicate that a long duration portfolio is warranted [19:24]”
Created: 8/12/2026, 6:42:20 PM
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