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Investment Strategy

Sep 10, 2020

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss utilizing bonds for portfolio diversification in the current environment, and the potential impact on the stock market if a deal is not reached for additional government stimulus.

Topics covered include:

  • Portfolio diversification and correlation between bond and stock prices
  • Valuation expectations and return to normalization
  • Potential market reaction if there is no additional government stimulus