2024-07-29 14:10:00 ET
Summary
- We have favored intermediate maturities between two and seven years and remained cautious on anything longer.
- We are more cautious on corporate credit, after taking a positive view on wider spreads at the start of the year and maintaining it through the first half.
- As attention shifts to slowing growth, earnings disappointments and the large-caps sell-off, investors are being reminded that even a soft landing is a landing - not a takeoff.
By Ashok Bhatia, CFA, & Brad Tank
What do slowing growth, lower inflation, tight credit spreads and a steepening yield curve mean for our fixed income views for the rest of the year? ...
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For further details see:
A Soft Landing Is Still A Landing