8min chapter

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David Rogal, Managing Director, Global Fixed Income, Head of Total Return and Inflation Portfolios, BlackRock

Alpha Exchange

CHAPTER

Total Return and Fixed Income Focus

This chapter delves into the total return of a portfolio with a fixed income focus, covering topics such as equity volatility, value across the curve, tips versus nominals, international rates, and more. The speaker analyzes various risks associated with interest rates, inflation, and corporate credit, and discusses the Federal Reserve's approach to cutting rates in different scenarios.

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