Tactical Positioning for the Late Cycle

By Rob Williams, Director of Research As we near the end of the Fed tightening cycle, our game plan is to stay defensive, expecting risk assets to reprice for the reality of tightening conditions and higher prospects of a hard landing. Our medium-term outlook for fixed income is highly favorable, with attractive yield carry, a [...] The post Tactical Positioning for the Late Cycle appeared first on ETF Trends .