Ukraine, Inflation, ETFs, and Adobe (Podcast)
Bloomberg Intelligence
00:00
Are You Seeing High Yield Portfolios?
This economy is hot but that just means the Fed has to keep raising rates and hold higher for longer. We think when we can be really positive in construction, constructive on industries that are less focused on growth than having cash flow now. That's energy, industrials, financials. And so we just you shouldn't look at fixed income as a big swath. You should be looking for opportunities,. interest sectors of fixed income and then obviously in credit look into industry sectors ratings.
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