
The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg
The Memo by Howard Marks
00:00
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.
Transcript
Play full episode