

Can the U.S. economy survive higher interest rates?
Apr 17, 2024
Portfolio managers discuss the impact of U.S. interest rates hitting a 23-year high on stocks and bonds, exploring investment opportunities beyond tech giants. Global economic analysis highlights divergent growth and asset allocation strategies for 2024. Effects of higher yields on fixed income investments and equity market reactions to rate cuts are also analyzed.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Analysis of Market Broadening and Investment Opportunities
02:49 • 2min
Global Economic Analysis and Asset Allocation Insights
04:46 • 11min
Analyzing the Impact of Higher Yields on Fixed Income Investments and Productivity Enhancements
16:09 • 2min
Analysis of Equity Market Reactions to Rate Cuts and Economic Stability
18:15 • 3min