Today we welcome Portfolio Managers Jeff Moore and Michael Plage as they discuss the fixed income landscape.  Jeff and Michael touch on topics such as the positive correlation between stocks and bonds, the sustainability of the 60/40 portfolio, and what steeper unwinds mean for the U.S. treasury curve.  With strong bond market flows, there have been significant returns, leading to an increased demand for treasuries in this sector. Jeff and Michael also touch on what geopolitical tensions could mean for fixed income. They explain how these escalations could accelerate Fed rate cuts and benefit bonds, but could also negatively impact equities.

Recorded on August 20, 2024.

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