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Curve steepeners and the boomer trade

As highlighted in our data dive yesterday on the curve we see the steepener case as increasingly compelling. From our portfolio, you will also know that we have been moving towards a boomer composition and in the following short note we’ll try to support that thesis.  
2023-08-09

 

Why would the curve slope back our boomer position? The argument goes as follows: The treasury’s issuance of coupons, the manufacturing rebound and the BoJ’s decreased incentive to buy bonds will contribute to a steepening of the curve and that will in turn hurt duration-sensitive assets like Nasdaq in a move similar to that in late 2021 and early 2022. The play would be to move inwards on the risk curve in this scenario and join the boomers.   

 

Chart 1: Steepeners in the curve wreck duration  

 

As highlighted in our data dive yesterday on the curve we see the steepener case as increasingly compelling. From our portfolio, you will also know that we have been moving towards a boomer composition and in the following short note we’ll try to support that thesis.  

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