Episode Details

Regan Capital CIO Skyler Weinand joins Proactive's Stephen Gunnion to discuss rising mortgage rates, shifting Federal Reserve expectations and where fixed income investors can still find value. With mortgage rates above 6.5% and markets increasingly pricing in the risk of further Fed hikes, Weinand explains why Regan Capital favours short-duration and floating-rate securities. He also outlines opportunities in mortgage-backed and government-backed assets offering attractive yields while limiting duration risk. The interview also explores inflation, energy prices, geopolitical uncertainty and why staying in cash could come at a cost in today's market. Regan Capital and HANetf launched the Regan Total Return Income Fund UCITS ETF (ticker: RMBS) in July 2025. For more interviews and market insights, visit Proactive's YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future content. #ReganCapital #SkylerWeinand #FixedIncome #BondMarket #MortgageRates #FederalReserve #InterestRates #Inflation #Treasuries #MortgageBackedSecurities #FloatingRateNotes #YieldCurve #InvestmentStrategy #Markets #IncomeInvesting