Earnings Have Downside Risk This Year: Nuveen CIO Malik

The video discusses the market's optimistic start to the year, highlighting challenges such as debt ceiling negotiations and earnings risks, particularly for companies like Microsoft. It then shifts focus to fixed income investment strategies, emphasizing the potential for strong returns with lower risk, especially in high-quality and high-yield sectors like energy.

What factors should investors consider when focusing on quality companies during a recession?

What role does energy play in high yield fixed income investments?