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Bonds are Back

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Manage episode 473089530 series 3286247
Content provided by Dynamic Funds. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dynamic Funds or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Vice President & Senior Portfolio Manager, Derek Amery sits down with Vice President

& Portfolio Manager, Domenic Bellissimo and Portfolio Manager, Rose

Devli to unpack the uncertainty looming over consumer spending, corporate

capital expenditures, and the potential for a slowdown or recession. They

examine how these factors intertwine with tariffs and the implications as bond

yields rallying and risk assets selling off, they provide insights and

strategies to help you navigate this complex landscape of fluctuating policies

and geopolitical tensions.

  continue reading

105 episodes

Artwork
iconShare
 
Manage episode 473089530 series 3286247
Content provided by Dynamic Funds. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dynamic Funds or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Vice President & Senior Portfolio Manager, Derek Amery sits down with Vice President

& Portfolio Manager, Domenic Bellissimo and Portfolio Manager, Rose

Devli to unpack the uncertainty looming over consumer spending, corporate

capital expenditures, and the potential for a slowdown or recession. They

examine how these factors intertwine with tariffs and the implications as bond

yields rallying and risk assets selling off, they provide insights and

strategies to help you navigate this complex landscape of fluctuating policies

and geopolitical tensions.

  continue reading

105 episodes

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