The Memo by Howard Marks cover image

The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg

The Memo by Howard Marks

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The New Optimism in Fixed Income

I want to point out that we have this belief that we're done for a while with declining and ultra low rates. We're not calling for rates to go back to 20%. Nobody here is blowing the whistle that it's time to get out of investment. Now you can potentially get equity-type returns from fixed income on a contractual, more reliable basis.

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