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Investment Strategy


May 7, 2020

In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss their outlook for interest rates, the economic impact as states begin to reopen, as well as opportunities in the current market environment.  

Topics covered include:

  • Interest rate outlook and the new 20-year Treasury bond
  • Near-term economic data expectations and impact on recovery shape
  • Market outlook and volatility over the next 9-12 months
  • Potential opportunities in risk and cyclical assets