Bloomberg Businessweek cover image

Day Two Part Two from the Milken Institute Global Conference

Bloomberg Businessweek

CHAPTER

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.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner