Top of the Morning: Fixed Income Strategist - Going longer for higher

Leslie Falconio, Head of Taxable Fixed Income Strategy Americas at UBS Chief Investment Office, discusses the impact of the Fed's policy change on fixed income assets, expectations for rate cuts in 2024, and current positioning recommendations within fixed income. Topics include inflation trends, job market balance, interest rate strategies, market responses, strategic asset allocation, and insights on fixed income market outlook and allocation strategies.