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5min chapter
Markets Brace for Rate Cuts and Election Uncertainty
Bloomberg Surveillance
Navigating Portfolio Management in Evolving Markets
This chapter examines the dynamics of portfolio management through the lens of a senior portfolio manager, focusing on central banks' easing cycles and their effects on global financial markets. Key themes include strategies for high-grade and high-yield credit investing, the significance of cash earnings, and the potential impact of upcoming economic indicators on investment decisions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode