EPISODE · Mar 20, 2025 · 14 MIN
Bonds are Back
from On the Money with Dynamic · host Dynamic
Vice President & Senior Portfolio Manager, Derek Amery sits down with Vice President & Portfolio Manager, Domenic Bellissimo and Portfolio Manager, Rose Devli to unpack the uncertainty looming over consumer spending, corporate capital expenditures, and the potential for a slowdown or recession. They examine how these factors intertwine with tariffs and the implications as bond yields rallying and risk assets selling off, they provide insights and strategies to help you navigate this complex landscape of fluctuating policies and geopolitical tensions.
What this episode covers
Vice President & Senior Portfolio Manager, Derek Amery sits down with Vice President & Portfolio Manager, Domenic Bellissimo and Portfolio Manager, Rose Devli to unpack the uncertainty looming over consumer spending, corporate capital expenditures, and the potential for a slowdown or recession. They examine how these factors intertwine with tariffs and the implications as bond yields rallying and risk assets selling off, they provide insights and strategies to help you navigate this complex landscape of fluctuating policies and geopolitical tensions.
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Bonds are Back
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