Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
How JPMorgan Found Opportunity in Fixed Income
While equity markets chase AI narratives and small caps rally, fixed income is quietly presenting a structural shift that JPMorgan calls a once-in-a-generation opportunity. We look at the ten-year Treasury yield dropping to five point two two percent and how bond spreads are decoupling from stock volatility. Lucas and Luna break down why cash drag is no longer the safe play, and how disciplined allocation to investment-grade credit can offer resilience without the drawdown risk of equities.
#FixedIncome #JPMorgan #TreasuryYields #BondMarket #InvestmentGrade #CashDrag #PortfolioResilience…
The skinny
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