Fixed Income Asset Allocation Insights
With credit spreads now largely in a fair valuation range, our
current allocations remain unchanged. After cutting the federal
funds rate by the anticipated 25 basis points (bps) and lower...
It’s not likely the conditions of 2019 will be repeated, where
safehaven government bonds as well as higher risk fixed income
assets performed well.
We expect 2020 to be marked by a continuation of bifurcated
risk appetites, i...