Fixed Income Conversation Corner with Ed Al-Hussainy (Columbia Threadneedle) and Leslie Falconio (UBS CIO)
UBS On-Air: Market Moves
Navigating Equity and Fixed Income: Strategies for a Changing Market
This chapter explores the relationship between equity and fixed income markets, emphasizing term premiums and investment strategies amid economic shifts. It highlights the role of treasury bonds as a stabilizing factor for equity risks and the benefits of strategic duration positioning during recessions for enhanced portfolio performance.
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