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Cyclical Outlook Key Takeaways: Strained Markets, Strong Bonds

High quality fixed income investments can help center portfolios while offering attractive yield potential amid a likely recession in 2023.

Cyclical outlook

Strained Markets, Strong Bonds

Resilient assets with attractive yields can help portfolios stay centered in 2023, when we expect inflation to moderate, central bank policy to steady, and a recession to take hold.

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Higher Bond Yields Can Be Fundamental to a Recession Investing Playbook

How we’re thinking about investing against a backdrop of inflation uncertainty, geopolitical tension, and likely recession.

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Finding Opportunity Across Sectors

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Daniel J. Ivascyn

David Fisher

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Cyclical Outlook Key Takeaways: Strained Markets, Strong Bonds

Strained Markets, Strong Bonds

Higher Bond Yields Can Be Fundamental to a Recession Investing Playbook

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Blog: Cyclical Outlook Key Takeaways: Strained Markets, Strong Bonds

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