2023-03-13 21:01:00 ET
Summary
- You step from the Fed and then you look around the world, there is this uncertainty associated with where we are, with this inflationary environment that every country is dealing with.
- Certainly from a longer perspective, given sort of the post-GFC world that we've been in, we do have income for the first time in a long, long time.
- We can expect a portfolio, a 60-40 portfolio, to play a role now, given the fact that fixed income has income.
For further details see:
Why Bonds May Still Be Appealing Despite Hawkish Signals From The Fed