Podcast – Shifting Tides: Unveiling Opportunities in Fixed Income

August 9, 2023

Within the equity market, green shoots are emerging that indicate the door is opening to expand portfolio allocation toward this asset class – but not yet. Instead, statistics, macroeconomic factors and recent actions and comments from the Federal Reserve are indicating that now is finally the time to focus on fixed income.

During this installment of The Wealth Enterprise Briefing podcast, WE Family Offices’ Managing Partner Michael Zeuner, along with Director of Macro Strategy Sam Sudame, CFA, CAIA, CFP, provide an inside look at why we believe recent tailwinds within the fixed income have subsided to open the door for new opportunities.

Some of the specific topics addressed during this episode include:

• The context behind our evolving view on the fixed income market
• Why the Fed’s aggressive rate hike policy may have reached its peak
• How to balance opportunity and risk when allocating toward fixed income

If you have any questions about the current state of the fixed income market or your portfolio allocations, please do not hesitate to contact us. Additionally, we invite you to stay tuned for our upcoming podcast episode, where we will delve deeper into specific actionable steps to be taken within the fixed income investment realm.