Fed Watch: Holding the Line
For wealth professionals, the episode addresses the near-term Fed path and the outlook for longer-dated Treasury yields, two inputs that shape fixed-income conversations with clients.
Markets & outlook
Market outlooks, the economy, rates and elections, and how managers are positioning portfolios. Selected by our editors.
316 videos and podcasts · new this week: 49
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Investing in a 5% Bond World: The Barbell
For wealth professionals working on bond allocations, the episode offers a manager’s framing of how a higher-yield environment shapes fixed income positioning. It also references specific WisdomTree fixed income funds used to express rate-related views.
“Zero-ing” In on Higher Bond Yields
It is a short manager discussion of duration positioning at a moment of elevated long-term yields, framed around how zero-duration approaches might sit alongside longer-duration holdings in a bond portfolio.
Markets & outlook
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