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2023 Midyear Outlook
Capital Ideas Investing Podcast
The Future of Fixed Income
As inflation peaks and the Fed ends, it's tightening campaign. That cash is going to be looking for a home. One can construct a broadly diversified fixed income portfolio with half to a third the volatility of equities. The next three to five years are going to have some very significant positive returns on average of rewarding those who average in.
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