Amol Dhargalkar discusses investment opportunities in a higher interest rate environment on CNBC 'Squawk Box'
Summary
Amol Dhargalkar, Chairman and Managing Partner at Chatham Financial, joined CNBC’s Squawk Box to discuss how the current “higher-for-longer” interest rate environment is shaping investor behavior and capital markets.
While higher rates continue to challenge long-duration and capital-intensive asset classes, Dhargalkar emphasized that the environment also presents new opportunities. “This is a market that rewards flexibility,” he noted, pointing to the renewed value of short-term instruments such as Treasury bills and money market funds, which are now offering competitive returns with lower risk. He also discussed broader implications, including the increased cost of government debt and potential changes to corporate tax policy. Dhargalkar noted that these factors underscore the importance of capital structure discipline and active interest rate risk management.
Amol Dhargalkar on CNBC Squawk Box“This is a fundamentally different environment than we've seen in recent years,” he said. “Investors and businesses who proactively reassess their strategies will be well-positioned to navigate it successfully.”
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