BlackRock’s Koesterich: Not Unrealistic to See Fed Taper in Q4

The video discusses market trends, focusing on the Fed's potential policy shifts and their impact on bond market volatility. It explores investment opportunities in high-quality tech stocks and analyzes the effectiveness of Treasurys as a hedge. The discussion also covers maintaining cash positions and alternative hedges in portfolio management.

In what ways can Treasurys serve as a hedge for equities in the current market environment?

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What strategies can investors consider in the absence of duration as a hedge?

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