Fort Washington is positioning fixed income portfolios with modest risk for 2Q 2024 amid tight spreads and economic uncertainties. Read our Mid-Quarter Fixed Income Update, exploring the impact of Fed policy changes, persistent inflation, and mixed economic signals on investment strategies. https://lnkd.in/e6yW8QE7
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Persistent inflation and a repricing of Fed cut expectations have resulted in higher yields for the year. And now we sit at a pivotal point with signs of a restrictive policy beginning to have an impact on growth an inflation. We believe a slowing economy will be supportive for fixed income as we head into the second half of the year, and we see an attractive entry point across tax-exempt and taxable bonds. Check out our new blog post by Jonathan Rocafort, CFA : https://lnkd.in/edy24zQ4
Midyear Fixed Income Outlook: Solid but Slowing, a Favorable Environment for Fixed Income
parametricportfolio.com
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“Rate cuts are on the agenda and bond yields are near post-pandemic highs. Now could be the time to take advantage of a potential golden age for fixed income”, said Insight’s Brendan Murphy, Head of Fixed Income, North America. “The sweetspot for a fixed income allocation has generally been before the first rate cut – which we expect to see in the second half of 2024. Rate cutting cycles have only tended to happen every few years. We think this is a golden opportunity for investors to position themselves to fully take advantage of the next one.” Read the full article here: https://bit.ly/4bJJUDz
We could still be at the start of a fixed income golden age - InvestmentNews
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The Week Ahead - 4/28/24 A guide to the upcoming week for US equity, fixed income, and other markets https://lnkd.in/gfBUQ4fS
The Week Ahead - 4/28/24
neilsethi.substack.com
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Sharing the Testimony on the Semiannual Monetary Policy Report to the Congress by Chair Jerome H. Powell before the Committee on Banking, Housing, and Urban Affairs, U.S. Senate, Washington, D.C. Excerpts below: *"After a lack of progress toward our 2 percent inflation objective in the early part of this year, the most recent monthly readings have shown modest further progress. Longer-term inflation expectations appear to remain well anchored, as reflected in a broad range of surveys of households, businesses, and forecasters, as well as measures from financial markets." *"The Committee has stated that we do not expect it will be appropriate to reduce the target range for the federal funds rate until we have gained greater confidence that inflation is moving sustainably toward 2 percent. Incoming data for the first quarter of this year did not support such greater confidence. The most recent inflation readings, however, have shown some modest further progress, and more good data would strengthen our confidence that inflation is moving sustainably toward 2 percent." https://lnkd.in/gF5e_psZ
Testimony by Chair Powell on the semiannual Monetary Policy Report to the Congress
federalreserve.gov
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Welcome to this week’s edition of The Weekly Market Watch, where we give you a quick rundown of last week’s market news in just 7 minutes: 📈 Challenges to the UK economy remain. Following the BoE announcement came news that government borrowing in August rose to its highest monthly level since the pandemic in 2021. The increased borrowing saw national debt rise to 100% of the UK annual economic output – a level last seen in the 1960s. The news added to the pressure on the government ahead of October’s Budget, which Prime Minister Keir Starmer has already warned will be “painful”. 📊 The Fed suggested concerns on the prospect of a weakening economy, and announced a supersized half-point cut in borrowing costs. The last time it cut by more than a quarter point was in 2020 when Covid-19 was ripping through the global economy. Read more here: https://lnkd.in/gCdRgyrr
WeekWatch - 23/09/2024
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What to Invest In to Beat Inflation | Complete 2024 Guide With inflation on the rise, many investors are wondering what to invest in to beat inflation and protect their savings. As the old saying goes, inflation is taxation without legislation – it erodes the purchasing power of your money over time. So how can savvy investors aim to mitigate inflation risk? Here are some tips from the alternative investment firm New Capital Link. https://lnkd.in/e9bCnSQa
What to Invest In to Beat Inflation | Complete 2024 Guide
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Here we go, recession confirmed, albeit technical. The #ONS confirmed the #UKEconomy shrunk 0.1% in December meaning it contracted 0.3% over the fourth quarter of last year, which means the #UK fell into a very shallow recession in the second half of 2023. A technical #Recession is two consecutive quarters of negative #Growth. When coupled with #Inflation above the 2% target, #Investors need to protect themselves, as #WealthPreservation remains key. A key #RecessionProof and #InflationHedge is #AlternativeInvesting, an area we specialise in and have a proven track record. Contact one of our multi-#AwardWinningTeam to see how we can be of value and service to you. Quant Capital Markets | Your Trusted Partner | https://lnkd.in/d5UK84h | 020 3950 7343 | info@quantplus.co.uk #AlternativeInvestments #Investments #InvestingNews #UKNews #Reuters #QuantCapitalMarkets https://lnkd.in/eCinP_gG
UK economy falls into recession, adding to Sunak's election challenge
reuters.com
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If the Federal Reserve begins cutting rates in the next few months, there may be a unique opportunity for investors who want to lock in elevated returns. Here's what you need to know.
Why return to fixed income, now?
ameriprise.com
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Excited to share a commentary I co-authored with Taylor Pearce, Lead Economist at OMFIF. In this piece, we dive into the Federal Reserve's recent shift in focus from inflation to employment, exploring how this change could impact future monetary policy decisions. Check it out here: https://lnkd.in/dQRBQsn7 #Fed #MonetaryPolicy #Economics #Inflation #Employment #OMFIF #Finance #CentralBanking
Fed shifts focus from inflation to employment - OMFIF
omfif.org
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Personalized goal-based advice to help you feel more confident about your financial future | CERTIFIED FINANCIAL PLANNER™ professional | Financial Advisor at Ameriprise Financial Services, LLC
When Fed rate cuts do transpire, they will likely quickly lower attractive yields on cash investments, such as money market accounts. Consequently, investors may want to consider moving excess cash investments into longer-term, fixed income investments.
Why return to fixed income, now?
ameripriseadvisors.com
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