Johkim Capital Issues Whitepaper on Rising Duration Risks
December 8, 2020
In Johkim’s December Whitepaper, portfolio manager Jatin Kakkar illustrates how investors have unwittingly assumed more risk in their portfolios due to the sharp increase in asset duration and argues higher-yielding, shorter duration corporate debt can serve as a “counter-balance” to these risks, by providing income and protection where traditional sources may not deliver in the next crisis.