📑 Research Notes for 2022-12-26
This week, we look at a potential rotation into bonds from equities, where the Fed is in the tightening cycle, the surprise BOJ decision, and Scott Minerd's unexpected death.
We conduct extensive investment research and share the most interesting content that we come across every week. Here is a curated list of this week’s top observations.
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A Rotation Into Bonds for 2023?
Greg Peters, co-CIO at PGIM Fixed Income, says "yield matters and starting place matters" as he sees a reset for fixed income in 2023. He speaks on "Bloomberg Surveillance."
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Markets Closer To End of Fed Tightening Rather Than Beginning.
Jason Brady, president and CEO of Thornburg Investment Management, joins 'The Exchange' to discuss timing Fed rate hikes, the global economic slowdown, and conflicts between leading indicators of recession.
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BOJ Surprises with Yield Policy Tweak.
Bank of Japan Governor Haruhiko Kuroda shocked markets by adjusting the central bank’s yield curve control program and sparking a sharp jump in the yen just months before he is due to step down.
🔗 Source
Legendary Investor Scott Minerd Dies Suddenly at 63.
Scott Minerd, the Guggenheim Partners chief investment officer who was regarded as one of the kings of the bond market during its four-decade bull run, has died. He was 63. Bloomberg takes a look back at his life and legacy.
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Last Week’s Market Performance Heatmap
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Curated by Joseph Lu, CFA®
Joseph is the founder and a managing director of Conscious Capital Advisors, as well as a CFA® Charterholder.
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The information presented in this newsletter is for educational purposes only and is not a solicitation or recommendation for any specific security, product, service, or investment strategy.
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