Sveriges mest populära poddar
Forward Guidance

The Bond Market Is Tanking. Is It Time To Buy? | Nanette Jacobson

55 min23 september 2023

Nanette Jacobson, Global Investments Strategist at Hartford Funds, joins Forward Guidance to share her investment outlook. Jacobson argues that it might be time to lean into bonds because the bonds tend to rally 13 months before the Federal Reserve cuts rates, and she and Jack Farley debate the various merits of owning bonds at this juncture in the business cycle.


Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_


Timecodes:

(00:00) Introduction

(00:30) Economic Outlook

(09:04) Outlook On Banking System

(12:45) Views On Interest Rates & Fed

(25:20) China is "Cheap For A Reason"

(30:14) U.S. Fiscal Stimulus

(37:22) Cautious Views On Stocks

(39:05) Common Costly Mistakes That Investors Make

(39:06) Debate About Bonds

(45:56) Common Costly Mistakes That Investors Make

(50:52) Expensive Stocks Can Always Get More Expensive

Forward Guidance med Blockworks finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.