Senior Portfolio Strategist
Fixed Income Strategies, Portfolio Advisory Group – U.S.
The record run for stocks has coincided with the expansion of the Fed’s balance sheet. Are risk asset rallies being fueled by the Fed or fundamentals?3 minute read
2019’s robust portfolio performance is unlikely to be repeated in 2020. We look at fixed income portfolio positioning amid a blurry outlook for 2020.4 minute read
There’s more to the equity pullback than trade fears. Meanwhile, China’s threat to dump Treasuries is much ado about nothing.5 minute read
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