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Bonds are Back
Vice President & Senior Portfolio Manager, Derek Amery sits down with Vice President
& Portfolio Manager, Domenic Bellissimo and Portfolio Manager, Rose
Devli to unpack the uncertainty looming over consumer spending, corporate
capital expenditures, and the potential for a slowdown or recession. They
examine how these factors intertwine with tariffs and the implications as bond
yields rallying and risk assets selling off, they provide insights and
strategies to help you navigate this complex landscape of fluctuating policies
and geopolitical tensions.
Published on 5 months, 1 week ago