Day Two Part Two from the Milken Institute Global Conference
Bloomberg Businessweek
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Optimism and Opportunities in Bond Markets
This chapter explores the launch of new investment services like mutual funds and ETFs, discussing the importance of beating benchmarks after fees and the potential for yields of five to seven percent despite interest rate risks. The speakers express optimism about increased flows post the first Fed cut, advocate for owning duration in bond strategies, and predict excess cash in money funds globally flowing into the bond market before moving into growth equities.
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