Too much focus on Fed, not enough on fiscal
Current US fiscal and monetary policy stances argue for risk taking in fixed income.
Soft or hard landing, bonds can offer compelling value
Against a backdrop of macroeconomic uncertainty, elevated bond market volatility and a higher-for-longer policy rate narrative, we asked portfolio manager Connor Fitzgerald to share his views on the outlook and how he is positioning bond portfolios to add value in the current environment.
What if US wealth inequality reverses?
Our experts examine the role of wealth inequality in the US economy and the potential investment implications of a reversal in that dynamic.
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