The Bond Market Is Tanking. Is It Time To Buy? | Nanette Jacobson

Nanette Jacobson, Global Investments Strategist at Hartford Funds, joins Forward Guidance to share her investment outlook. Jacobson argues that it might be time to lean into bonds because the bonds tend to rally 13 months before the Federal Reserve cuts rates, and she and Jack Farley debate the various merits of owning bonds at this juncture in the business cycle. Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ Timecodes: (00:00) Introduction (00:30) Economic Outlook (09:04) Outlook On Banking System (12:45) Views On Interest Rates & Fed (25:20) China is "Cheap For A Reason" (30:14) U.S. Fiscal Stimulus (37:22) Cautious Views On Stocks (39:05) Common Costly Mistakes That Investors Make (39:06) Debate About Bonds (45:56) Common Costly Mistakes That Investors Make (50:52) Expensive Stocks Can Always Get More Expensive

Om Podcasten

The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.