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First Quarter 2021 Fixed-Income Outlook

Portfolio Manager Adam Bloch and Matt Bush, a Director in the Macroeconomic and Investment Research Group, share their outlook for the first quarter 2021.

March 11, 2021

 

Video Highlights:

  • The combination of strong fiscal support and vaccinations should boost real GDP growth to around 6 percent this year.
  • The mix of massive fiscal stimulus and a more patient Fed signals a bullish outlook for credit.
  • The outlook for credit spreads is positive with spreads likely to both stay tight and continue to tighten.
  • Globally depressed interest rates continue to make investment grade corporates attractive.
  • With a wide array of credit opportunities at our disposal, we feel comfortable playing offense.

 


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VIDEO

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