

How soft would a soft landing be?
Feb 23, 2024
Discussing the Fed's commitment to reducing rates, bond markets' response, and the uncertainty of when policy easing will begin. Exploring the potential for a soft landing in the economy, with predictions of gradual growth moderation. Analyzing high quality fixed income appeal, asset allocation strategies, credit opportunities, and insights on high yield investments and risk management.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
2024 Outlook: Soft Landing or Hard Landing?
01:36 • 7min
Exploring the Appeal of High Quality Fixed Income in the Current Market
08:23 • 2min
Analyzing Asset Allocation and Credit Opportunities
10:28 • 3min
Insights on High Yield Investments, Risk Management, and Global Factors
13:27 • 5min