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Investment Strategy

Jun 18, 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 corporate bond market as well as the current state of an economic recovery.

Topics covered include:

  • The Fed’s corporate bond purchase program
  • Factors leading to disconnect between the stock market and economy
  • Improvement of recent economic data, including manufacturing data
  • Timing of an economic recovery