economist
Concerned about government spending overwhelming the Fed's inflation fight.
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Oct 23, 2023 • 44min
Equity-like Returns, Fiscal Dominance, and Commercial Real Estate Pivot 10/23/23
Experienced portfolio manager discusses how bonds can achieve equity-like returns over the next 18 months. An economist raises concerns about government spending overwhelming the Fed's inflation fight. Morgan Stanley's real estate co-CEO shares her strategy amidst higher yields and opportunities overseas.
