Investors are finally getting paid to save again. Foreign to younger readers, there was a time when you could earn 5% simply by holding cash in a savings account.
While we aren’t back there yet, 4%–5% safe yields are out there, even for individual investors.
This week, we checked in on the fixed-income market with an asset manager who controls $40 billion in the capital.
I first met Jason Brady, President and CEO of Thornburg Investment Management, at a conference hosted by our own Jared Dillian. The two are good friends and were in the same class at Lehman Brothers. Jason shared where he is finding opportunities in fixed income. Today, Jason and I covered:
How the markets have returned to normal
The Fed’s big mistake in 2020
The prospect for interest rate cuts in 2023
The best places to find opportunities in bonds
How individual investors are getting bonds all wrong
You can access the full transcript of our conversation by clicking here.
Disclaimer:The Mauldin Economics website, Yield Shark, Thoughts from the Frontline, Patrick Cox’s Tech Digest, Outside the Box, Over My Shoulder, World Money Analyst, Street Freak, Just One ...
Disclaimer:The Mauldin Economics website, Yield Shark, Thoughts from the Frontline, Patrick Cox’s Tech Digest, Outside the Box, Over My Shoulder, World Money Analyst, Street Freak, Just One Trade, Transformational Technology Alert, Rational Bear, The 10th Man, Connecting the Dots, This Week in Geopolitics, Stray Reflections, and Conversations are published by Mauldin Economics, LLC. Information contained in such publications is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. The information contained in such publications is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. The opinions expressed in such publications are those of the publisher and are subject to change without notice. The information in such publications may become outdated and there is no obligation to update any such information. You are advised to discuss with your financial advisers your investment options and whether any investment is suitable for your specific needs prior to making any investments.
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