Fixed income has regained its historical role within portfolios—generating risk-controlled yield and acting as a hedge to equity beta risk. Scott Welch and Kevin Flanagan survey the current market environment and outline how bond investors can generate yield.
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On the latest episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Samuel Rines, Managing Director of CORBU, a research intelligence and advisory platform at the intersection of markets, policy and national security. They discussed PolyMacro and the implications for the markets and asset allocation today.
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There is income back in fixed income. Scott Welch and Kevin Flanagan survey the current market environment and outline how bond investors can generate yield.
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Thus far, the markets in 2023 starkly contrast with what investors saw in 2022. Scott Welch outlines the major differences between these markets.
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On the latest episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Sam Rines, Managing Director and economist from CORBU, a research intelligence and advisory platform, about Rines's latest views on the economy, inflation and key investment themes. Most notably the conversation focused on a collaboration for new Model Portfolios designed using CORBU’s proprietary “bottom-up macro” thematic framework.
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During periods of market turbulence, clients need their financial advisors more than ever. Scott Welch outlines three courses of action for advisors to focus on as they look to lead their clients through the recent market turmoil.
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