LionGlobal Short Duration Bond Fund: Why It Beat the Benchmark by 2.23% | 🦖EP1443 #investingiguana
LionGlobal Short Duration Bond Fund: Why It Beat the Benchmark by 2.23% | 🦖EP1443 #investingiguana
I’ve spent the last few days staring at the gap between what the headlines are saying about interest rates and what the institutional bond flow is actually doing. It’s a frustrating environment for the private investor because the most common advice—to just sit tight and wait—is effectively a slow-motion leak in your retirement bucket.
Most retail investors aren't losing the game because they made a bad bet; they are losing through passive inaction. While the crowd treats cash as a neutral position, the forensic reality is that the 223 basis point spread found in specific institutional-grade paper is where the real protection lies. Most people see a "bond fund" and think of a static, boring instrument, but they are missing the heavy concentration in government-linked liquidity and protected financials that create a genuine floor for your capital.
This breakdown is specifically for the Singaporean investor who is staring down 50 and wondering why their supplementary retirement assets feel so stagnant. If you have SRS funds sitting idle while you worry about the next rate reset, you are essentially letting the market dictate your future. Think of this like the "synthetic rental income" of the fixed income world—it’s about creating cash flow without the headache of a physical property.
I’m not neutral on this because I hate seeing disciplined savers lose out to inflation just because they weren't shown the institutional math. The full forensic breakdown of why this specific fund is my preferred safe harbor is ready for you below.
📺 YouTube: https://youtu.be/UN9xD0WVzmc
📩 Substack: https://open.substack.com/pub/investingiguana/p/the-35-year-lion-is-this-bond-fund?r=5enmf1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
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