Why It Might Be Time to Get Defensive in Fixed Income

The video discusses the shift in market dynamics as central banks reduce their influence, leading to increased volatility and a challenging investment environment. Kathy and Kathleen highlight the end of easy money, liquidity concerns, and the need for defensive strategies. They suggest focusing on non-US markets and currencies for growth. Noel Hebert provides insights into credit markets and defensive approaches.

What does Dan Iverson suggest about the influence of central banks on the markets?

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How does Kathy describe the current investment environment in relation to volatility?

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What concerns does Kathleen express regarding liquidity in the markets?

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What is the significance of non-US markets according to the discussion?

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What approach does Noel Hebert suggest regarding credit strategy?

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