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Pimco's Dan Ivascyn on the State of Markets Right Now

Odd Lots

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Navigating Treasury Bonds in Volatile Markets

This chapter explores the evolving role of treasury bonds in investment portfolios amid changing market dynamics, focusing on the weakening correlation with riskier assets due to inflation and geopolitical tensions. It emphasizes the need for a cautious yet opportunistic investment strategy, considering rising interest rates and credit risks in fixed-income investments.

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