As the central banks prioritize taming inflation, markets react to the near-term volatility and the threat of recession. But at what point will the rate hikes slow down or pause altogether? And where do the attractive opportunities lie in the interim? In this episode, Erin Allen and Alfred Lee discuss the latest moves from the U.S. Federal Reserve, policy shifts globally, and what this means for the economy.
Given ongoing uncertainties around interest rates, inflation, and the Russia-Ukraine conflict, what approach should Advisors and investors be taking when it comes to portfolio construction? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, including asset allocation considerations, the outlook for the Energy, Banks, and Real Estate Investment Trusts sectors, and fixed income positioning.