Resetting Rate Expectations (04/24)
Description
It’s understandable if some investors feel these days a little like Charlie Brown trying to kick a football, only to see Lucy pull it away at the last second to send Charlie flying. As inflation reports continue to raise eyebrows and market volatility increases, the Federal Reserve and the economy may keep everyone guessing a bit longer. Tom Wald, Chief Investment Officer of Transamerica Asset Management, Inc., uses his latest Market Pulse to discuss recent changes to his interest rate forecasts, inflation trends, and the overall economy, as well as current opportunities in equity and fixed income markets. Investors might be trying to predict when, or even if, the Fed will act. Would they be better served focusing elsewhere, such as on some high-quality, investment-grade bonds offering rates that are near multiyear highs? Hear Tom’s thoughts on these opportunities and more.
United States
