Matt Hornbach

Kristina Campmany, a Senior Portfolio Manager at Invesco, discusses the effects of Fed easing on equities and investment strategies. Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, explains the unusual dynamics in the bond market and the impact of impending rate cuts. David Gura highlights the political landscape as the presidential election heats up, emphasizing the role of key economic indicators and international issues. The conversation blends market insights with political analysis, offering a well-rounded view of current uncertainties.

Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, shares insights on the recent FOMC rate cut and its market implications. He explains the Fed’s third mandate and why lower long-term treasuries might not bolster the economy. Matt discusses his favored yield-curve steepener and predicts further dollar depreciation. He also sheds light on the essential skills for aspiring strategists, such as Python, and the career paths within fixed income strategy that one can pursue.

Ben Gutteridge, a multi-asset strategies expert at Invesco, shares a positive outlook on equities amidst election uncertainty. Political analyst Evan Roth Smith discusses the tight race, suggesting favorable polling for Kamala Harris. Matt Hornbach from Morgan Stanley highlights the bond market's cautious trends, advising investors to stay close to their benchmarks while waiting for new opportunities. Together, they explore how these dynamics shape market resilience and investment strategies ahead of critical political events.