Fixed Income Dynamics
The conversation highlights the shift from passive investing to value-driven strategies in fixed income markets, particularly following the challenges posed by low interest rates and inflation. With a significant rise in floating rate, lower quality corporate credit, concerns arise about the associated risks as economic conditions fluctuate. As short rates are expected to decline again, this could signal a pivotal moment for investors navigating these complex market dynamics.In this clip
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Odd Lots
Pimco CIO Dan Ivascyn on the Biggest Fed Decision in Years
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