The Fed’s Latest Policy Meeting, a Wild Ride for Mortgage Rates, and Record Money Market Inflows 03/21/23
Morning Call
00:00
Is There a 60-40 Portfolio in the Bond Space?
Investor sentiment is going to be a little bit more pessimistic going forward. SEMA has been moved to an overwind in the bond space several months ago over concerns of what could happen with central bank rates. We do think this is the time to be focused more in the fixed income space, but again, within the fixedincome space, really focusing on higher quality and defensive assets.
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