

The Bond Market Is Tanking. Is It Time To Buy? | Nanette Jacobson
Sep 23, 2023
Nanette Jacobson, Global Investments Strategist at Hartford Funds, discusses her investment outlook, suggesting it might be time to lean into bonds. Topics discussed include the economic outlook, banking system, interest rates and Fed, China's affordability, US fiscal stimulus, cautious views on stocks, and costly investor mistakes. The debate about bonds and the potential for expensive stocks to get even more expensive are also explored.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Cautious Approach to the Market and Investment Strategies
01:39 • 20min
Preference for Large Cap Banks and Commodity-Oriented Sectors
21:33 • 9min
Exploring the Impact of US Fiscal Policy and the Inflation Reduction Act on the Economy
30:31 • 2min
The Potential Renaissance in the Manufacturing Sector
32:49 • 16min
Analyzing the Composition of the ACWI MSCI World Index and the Importance of Rebalancing
48:27 • 2min
Discussion on Market Odds, Valuations, and Generative AI
50:53 • 4min