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2023 Midyear Outlook

Capital Ideas Podcast

CHAPTER

The Different Sectors of the Bond Market

Promote: The things that will do well in a recession scenario are just not the same things that will doing well in a soft landing. Investment grade corporate bonds and high yield bonds are sectors that will do quite well in asoft landing, but similarly poorly in a recession. Promote: Municipal debt is very high quality and is held up quite well thus far.

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