According to HWM, System Research long-term Treasury bond strategy will now be offered through the Equity Alternative Program.
Equity Alternative joins HWM’s list of recommended actively managed investment strategies within its innovative AdvisorLink Program.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
HWM President and CEO, Gary Halbert said that for the last 30 years, total returns on Treasury bonds have actually outpaced stocks and the firm sees Equity Alternative as a way to potentially have the best by being able to be long Treasury bonds during times of global uncertainty, short T-bonds when interest rates begin to rise, or more neutral during periods of high yield volatility.
Texas-based HWM is an SEC Registered Investment Advisor and offers clients access to a wide spectrum of specialized money managers that employ a variety of active management strategies since 1995.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
