Navigating Portfolios in a Dynamic and Evolving Market
June 29, 2022 11:05:00 AM
Signs that inflation will ebb have not been arriving fast enough and the Federal Reserve has shifted to a more aggressive stance with raising interest rates. This is despite the impact of non-core items on overall inflation, as all as current signs pointing to a more fragile consumer and increased risk of recession.
Consumers appear increasingly stressed, relying more on credit and decreasing their rate of savings. Additional rate hikes, in combination with still-high inflation, will further pressure consumers and negatively impact growth, this year and next.
Join us as MetLife Investment Management’s Chief Market Strategist shares insights on inflation, the Fed’s current and planned actions and the outlook for a potential recession. MIM’s Portfolio Manager of Investment Grade Fixed Income offers his thinking on how institutional investors should consider positioning their portfolio during this dynamic phase of the markets, particularly as fixed income investing is facing challenges not seen in decades. This discussion will work through the complexities of the evolving fixed income market today, and provide perspective for the remainder of the year.