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The strength of the U.S. economy provides some optimism, PM says.
Fixed income investors may need to look to non-traditional sectors.
U.S. home prices are one of the few economic measures that didn't plunge during the pandemic.
Fixed income investors may need to look beyond sovereigns and investment-grade corporates.
Investors must manage interest rate risk this year and beyond.
Inflationary pressure may not be transitory, portfolio manager says.
Fixed-income investors may want to consider mortgage-backed securities. (This podcast was recorded on Nov. 4)
Less sweeping change may help stabilize markets.
The Fed's intervention has impacted the corporate bond market.
Look beyond the Federal Reserve’s latest easing measures.
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