03 Apr 2024
12m

At The Money: Managing a Portfolio in a Higher Rate Environment

Podcast cover

Masters in Business

This podcast episode discusses the impact of the Federal Reserve's low interest rate policy on investor behavior and market volatility, as well as the challenges faced by active managers in the era of rising indexing. It also explores the opportunities available in fixed income and the key differences between fixed income and equity management. Additionally, it examines the changing landscape of active management in the wake of the shift from monetary to fiscal stimulus.

Outlines

Sign in to continue reading, translating and more.

Continue
 
mindmap screenshot
Preview
preview episode cover
How to Get Rich: Every EpisodeNaval