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Episode 42: The Active Fixed-Income Playbook for Elevated Uncertainty
Steve Brown, Chief Investment Officer for Total Return and Macro Strategies, discusses the portfolio strategy implications of the evolving geopolitical, economic, and policy landscape. He shares how active management allocation decisions within a long-term investment outlook are designed to avoid risk and identify opportunity in this period of heightened volatility and uncertainty.
Related Insights:
3Q23 Quarterly Macro Themes
Research spotlight on what’s next.
3Q23 Fixed-Income Sector Views
Technical tailwinds support the market.
Read Fixed-Income Sector Views
Attractive Bond Yields While Being Patient and Defensive
Anne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management, joins CNBC on Fed Day to discuss the market.
Investing involves risk, including the possible loss of principal.
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