DiscoverTCW Investment PerspectivesHow to Position Portfolios After the Fed Cut – And What to Watch
How to Position Portfolios After the Fed Cut – And What to Watch

How to Position Portfolios After the Fed Cut – And What to Watch

Update: 2025-09-26
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Labor. Tariffs. Inflation. Politics. Listen as TCW’s Jamie Franco, managing director in the Cross-Asset Research & Sustainable Investment Group, discusses portfolio allocation and what investors should consider following the Fed’s move to cut rates.

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How to Position Portfolios After the Fed Cut – And What to Watch

How to Position Portfolios After the Fed Cut – And What to Watch

TCW