Income Research - Tue, 01/30/2024 - 23:56

PLAYING WITH THE WIND AT OUR BACKS IN 2024

For market participants and spectators, 2023 seemingly had a little bit of something for everyone: a nail-biter of an acute banking crisis; near-miss on a US government shutdown; a downgrade of the home team’s credit rating. These events, coupled with ongoing geopolitical conflicts and rate volatility, made 2023 a challenging, but memorable year. With a US presidential election, possible government shutdown, and rate cuts on the horizon, 2024 may be another year awash with momentum shifts and unexpected winners and losers. As investors grapple with persistently high yields and volatility, we believe that there will be opportunities for skilled active managers to shine.

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