Duration and Rising Rates: Theory vs. Reality

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For the past 30 years, interest rates have fallen steadily. Now, with rates at 50-year lows, investors must confront both the reality of low yields and the fear of rising rates. With America’s largest generation approaching retirement, now is a good time to dispel some common bond market myths, as well as look for opportunities in today’s economic environment.


Erik Britt, CFA
Senior Portfolio Specialist, Lord Abbett & Co. LLC

Erik Britt is responsible for representing Lord Abbett’s portfolio management teams. In this role, Mr. Britt provides portfolio reviews, final presentations, investment strategy updates, and market outlooks.

Mr. Britt joined Lord Abbett in 2005 and was named senior portfolio specialist in 2008. Prior to Lord Abbett, Mr. Britt worked for a large wirehouse as a fixed income trader where he was responsible for idea generation, assessment of relative value opportunities, and efficient execution of trades with major investment banks and institutional brokers. In addition, he also helped develop and launch one of the industry’s first euro-denominated offshore money market funds.

Mike Cannizzaro
Senior Strategist, Investor Education, E*TRADE Securities LLC

Michael Cannizzaro, CRPC®, CRPS®, RICP® is a Senior Strategist of Investor Education with E*TRADE Securities LLC. Mike brings over 20 years of experience in the financial services industry with a concentrated focus on retirement planning, investing and savings. Mike conducts educational seminars for E*TRADE clients through monthly web-based presentations online, as well as at live regional events. His qualifications and perspective have been shaped by his previous work experiences as a Financial Advisor and in training and education roles. Mike holds licenses including: FINRA Series 24, 7, and 66.