The New "Rising Rate" ETFs

April 11, 2014

The Wall Street Journal logo

Are Bond EFTs Designed to Insulate Investors From Rising Interest Rates a Good Idea?

Asset managers have created exchange-traded funds for just about every investment trend – from commodities to emerging markets to mortgage-backed securities. The latest idea: bond EFTs designed to insulate investors from rising interest rates.

How will you protect me from rising rates?  “It’s probably the main question we get from clients says Jason Gunkel, a senior financial analyst at Sherpa Investment management in West Des Moines which manages about $370 million.

Read the PDF Article from The Wall Street Journal and comments from Jason Gunkel.


– Jason Gunkel, CFA, CFP®, CAP®