Our outlook is bullish on the economy, mildly bullish on equities, and
cautious on fixed income.
Not exact matches
We have upgraded U.S. Treasurys and
fixed income overall to neutral, and remain
cautious on risk assets pending the U.K. vote.
We are
cautious on duration, but rising inflation means owning Treasury Inflation Protected Securities (TIPS) in lieu of nominal Treasuries can be an important hedge for
fixed income portfolios.
We have upgraded U.S. Treasurys and
fixed income overall to neutral, and remain
cautious on risk assets pending the U.K. vote.