March 13, 2015
The opinions and forecasts expressed are as of 3.13.2015 and may not actually come to pass. This information is subject to change at any time, based on market and other conditions. The content of this video is for informational purposes only and should not be construed as a recommendation of any particular security, strategy or investment product. Forward looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Past performance is not indicative of future results.
Investors’ reach for yield puts downward pressure on 10-year Treasury rates, likely rendering the current yield unsustainable.
Our positive 2021 economic outlook, combined with better-than-expected company fundamentals, supports strong credit performance and spreads.
The relative calm we feel in the markets right now isn’t the end of the storm, it is just the eye.
Brian Smedley, Head of Macroeconomic and Investment Research, and Portfolio Manager Steve Brown share their outlook for the third quarter 2020.
Scott Minerd, Chairman of Investments and Global CIO, discussed his outlook for markets and the economy with CNBC’s Brian Sullivan during the Milken Institute 2020 Global Conference.
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