Episode 47: Investing as the Fed Prepares to Start Rate Cuts
Evan Serdensky, Portfolio Manager on our Total Return team, and Matt Bush, our U.S. Economist, join Macro Markets to discuss the latest FOMC meeting and the January jobs report, update our monetary policy outlook, and review relative value in the fixed-income market.
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The case for moving into higher-quality fixed income (and out of money markets and equities) while the Fed is paused and a head of coming rate cuts.
Read Portfolio Strategy Commentary
1Q24 High-Yield and Bank Loan Outlook
Implications for credit investors.
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11 Macro Themes for 2024
11 Trends that will shape credit markets in 2024.
Investing involves risk, including the possible loss of principal.
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