Bloomberg Businessweek cover image

Day Two Part Two from the Milken Institute Global Conference

Bloomberg Businessweek

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app