May 20 2024 25 mins 19
It’s been 10 months since the Fed’s last rate hike, and Evan Serdensky, Portfolio Manager on our Total Return team, and Matt Bush, our U.S. Economist, join Macro Markets to discuss what’s next for the economy and markets.
Related Insights:
The Economic Cycle Isn’t Dead, Merely Delayed…And That’s Good for Bonds
Navigating an economic cycle where old patterns don’t seem to apply.
“This Is a Good Time for Credit”
Anne Walsh, CIO of Guggenheim Partners Investment Management, talks to Bloomberg TV at the Milken Institute Global Conference about why the Fed’s policy pause is good for fixed-income investors.
Learning from Turning Points in Monetary Policy
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.
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