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Finding balance in a shifting market landscape
Manage episode 448465670 series 3311101
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A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.
In this episode, Portfolio Manager Jeremiah Buckley, CFA, and Head of U.S. Fixed Income Greg Wilensky, CFA, discuss economic uncertainties to monitor, the impact of the Federal Reserve’s (Fed) rate-cutting cycle, artificial intelligence’s (AI) productivity boost, and the latest fundamental opportunities in both equities and fixed income. They also weigh in on why a flexible asset allocation approach might prove valuable in today’s complex markets.
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