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Live from the FTWeekend Festival in London

Unhedged

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Navigating Bond and Stock Market Complexities

This chapter explores the intricate dynamics of the bond market, particularly the significance of the 30-year bond for pension funds and insurance companies. The discussion highlights the implications of political influences on the Federal Reserve, interest rates, and global markets, while also addressing concerns about the current political landscape's effect on investor confidence. The speakers emphasize the need for diversification and caution listeners about the unpredictability of markets amid ongoing economic challenges.

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