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Questions and Answers
What is the overall view of credit according to the text?
What is the overall view of credit according to the text?
The overall view of credit according to the text is negative, as there are signs of deteriorating credit fundamentals due to higher rates and recent market volatility.
What is the recommended approach to bond investments suggested in the text?
What is the recommended approach to bond investments suggested in the text?
A barbell approach with an overweight to short- and longer-dated bonds.
What impact will the Federal Reserve's interest rate hikes have on the stock market?
What impact will the Federal Reserve's interest rate hikes have on the stock market?
The stock market will be hampered by these higher rates and slowing growth.
What approach should investors take to the stock market in this situation?
What approach should investors take to the stock market in this situation?
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What is the author's opinion on credit?
What is the author's opinion on credit?
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What is the outlook for corporate earnings in the global economy?
What is the outlook for corporate earnings in the global economy?
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What is the author's recommendation for fixed income portfolio management?
What is the author's recommendation for fixed income portfolio management?
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