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Malek: I don't expect any big news out of Jay Powell today
CNBC Television· 2025-08-22 11:20
What are your what are your expectations. I think all all day long we're going to talk about JP Pal and what people expect. What are your expectations for what J Pal has to say and then how does the market react.I think uh I I think uh and I thought this for quite some time. I don't expect any big uh news out of JPAL today. I think if anything uh they're going to hold back any of that good news uh for the meeting next month, right.Because look uh the markets are expecting hoping uh for a rate cut in the nex ...
UBS makes bullish case for fixed income as hedge, sees ‘choppy’ market ahead
CNBC Television· 2025-08-04 21:47
UBS Asset Management out with a note to clients today emphasizing the need for a diversified portfolio due to increasing economic growth risks. Evan Brown is behind the note. He is the firm's head of multiasset strategy.Evan, welcome back. Good to see you. Um, so was Friday the beginning of a growth scare in your view.>> I mean, it it was jarring to see, you know, 150,000 uh three-month moving average drop to 35,000. And we've been of the view, I think everyone's been of the view that that there's going to ...
Strong Annual Return Expected From Kemper Baby Bond
Seeking Alpha· 2025-06-02 16:58
Group 1 - The article emphasizes the distinction between "income investors" who focus on current yield and those who prioritize total return, suggesting that the latter can find mispriced or undervalued securities [1] - It highlights the belief that the next decade will favor fixed income investments, regardless of the investor's approach, whether conservative or aggressive [1] - The company promotes its Conservative Income Portfolio, which targets preferred stocks and bonds with high safety margins, indicating a strategic focus on fixed income securities [1] Group 2 - The article mentions opportunities in undervalued fixed income securities, bond ladders, and high-yield cash parking, appealing to investors looking for attractive investment options [2] - It also offers access to an options portfolio as a bonus, suggesting additional investment strategies available to clients [2]