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Investment Exchange Forum - 2025 Investment Themes - Fixed Income

CFA Society Chicago

CHAPTER

Tariffs and Fixed Income: Navigating Uncertainties

This chapter explores the multifaceted impact of tariffs on fixed income investments, highlighting the differences between universal and reciprocal tariffs. It examines the implications for inflation, credit markets, and the varying risks faced by large versus small and midsize companies, emphasizing the need for informed congressional action.

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