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Investment strategies to outperform cash

Fundrise.com

Sent on 27 October 2023 01:34 PM

FUNDRISES REPORT ON MAXIMIZING RETURNS

Maximizing returns: Investment strategies to outperform cash across each phase of the interest rate cycle

Overview

Over the past year, weve seen the market offer some of the most attractive risk-adjusted return opportunities of the past decade, in the form of private credit investments. These opportunities follow a cycle a cycle in close lockstep with the broader rise and fall of interest rates.

As the Feds policies have steered the economy's behavior in recent months, weve now undertaken a deep analysis to identify what kinds of investments have traditionally been optimal in each phase of the interest rate cycle.

Private credit is enjoying a window of significant opportunity today but what strategies should investors look to when the next phase begins?

Read now

Key takeaways:

The increase in interest rates has historically led to a notable yield cushion in bonds, particularly at the front end of the yield curve.

Todays bond yields are higher than they have been since the 2008 global financial crisis, presenting an opportunity for better-expected returns and added security against potential price declines.

Private credit represents a highly attractive investment opportunity for income-seeking investors. Among the factors that make it particularly compelling is the floating rate component. This feature provides investors with the potential to benefit from rising rates and take advantage of current market conditions.

During a rate hiking cycle like the one we are currently experiencing, short-term bonds with maturities of three years or less, particularly floating rate loans, exhibit lower risk. This is because these investments have the flexibility to adjust to the changing interest rate environment, providing a level of protection against rising rates.

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Overview Over the past year, weve seen the market offer some of the most attractive risk-adjusted return opportunities of the past decade, in the form of private credit investments. These opportunities follow a cycle a cycle in close lockstep with the broader rise and fall of interest rates. As the Feds policies have steered the economy's behavior in recent months, weve now undertaken a deep analysis to identify what kinds of investments have traditionally been optimal in each phase of the interest rate cycle. Private credit is enjoying a window of significant opportunity today but what strategies should investors look to when the next phase begins? Read now

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The publicly filed offering circulars of the issuers sponsored by Rise Companies Corp., not all of which may be currently qualified by the Securities and Exchange Commission, may be found atfundrise.com/oc. Fundrise takes any potential security issues seriously, and encourages the responsible and timely reporting of unknown security issues. Please send any discovered security concerns to . 11 Dupont Circle NW, 9th Floor, Washington, DC 20036 2023 Fundrise, LLC. All Rights Reserved. eREIT, eFund and eDirect are trademarks of Rise Companies Corp. Google Play and the Google Play logo are trademarks of Google LLC. Apple, the Apple logo and iPhone are registered trademarks of Apple Inc. Proudly designed and coded in Washington, DC.

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