The Future of Fixed Income

The Fed potentially pausing or at least getting much closer to pausing in this cycle, we are starting to take a little bit more of a look at taking some duration risk. We don't want investors to think about high yield as a replacement for investment grade bonds or cash. But let's just cannot deny right now the really short-term side of things, especially with treasuries. And that's where we see some opportunities as well on the credit side of things.