May 28, 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 the fixed income market, expectations for economic data moving forward, as well as how cyclical sectors stand to benefit from improving conditions.
Topics covered include:
- Update on the corporate bond market
- Recent run up in high-yield bonds and left tail risk
- How cyclical sectors, including financials and industrials, stand to benefit from economic growth conditions
When we might begin to see improvements in economic data