Equity-like Returns, Fiscal Dominance, and Commercial Real Estate Pivot 10/23/23
The Exchange
00:00
Introduction
A discussion on the recent drop in bond yields and its effects on the market, including Bill Ackman's decision to cover his bond short and the potential for bonds to provide equity-like returns. Differing opinions on whether yields will continue to drop are explored, along with insights from Morgan Stanley's real estate arm on their strategy amidst higher yields and opportunities abroad.
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Transcript
