Talking Markets: Year-Ahead edition with Steve Chiavarone of Federated Hermes
UBS On-Air: Market Moves
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Allocation Views and Fixed Income
This chapter explores the potential risks and positive surprises for the upcoming year, including the impact of inflation, the 2024 election outcome, and the possibility of lending restrictions. The discussion also touches on the allocation within fixed income, exploring the attractiveness of government ultra short and muni segments.
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