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Shifting Strategies in Fixed Income Investments
This chapter discusses the evolving landscape of fixed income investment strategies, highlighting the newfound potential in fixed income assets as rising bond yields create investment opportunities. The speakers analyze the implications of these shifts on traditional portfolio models, the current bond market's transition, and unusual economic conditions reminiscent of the 1970s. Additionally, they explore the challenges faced by lower-rated companies and the relationship between market performance and liquidity amid rising interest rates.
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