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Memorial Day reflections
Episode 85
Published 10 months, 3 weeks ago
Description
Tim Leary, senior portfolio manager on the BlueBay U.S. Fixed Income team, unpacks the tension between soaring defense spending, expanding social programs, and ballooning deficits. While some worry about the dollar’s status and long-term fiscal sustainability, Tim highlights why today’s bond market is offering real, risk-adjusted yield opportunities.