Insights Now
Insights Now
Credit vs. Duration - Where Should You Spend Your Risk Budget?
1 seconds Posted Apr 29, 2023 at 12:00 am.
In Q1 of this year, investors have had to contend with the implications of a regional banking crisis, a still-hawkish Fed, and rising expectations for a near-term recession.  On today's episode, Dr. David Kelly is joined by Andrew Norelli, Portfolio Manager for several multi-sector fixed-income strategies here at J.P. Morgan Asset Management, to dive into the outlook for the economy and interest rates and what this all means for striking the right balance between credit and duration in fixed income portfolios.
0:00
0:01
Download MP3
Show notes
Season 06 Episode 05