M&G Investments' Leaviss on Markets, Strategy

The video discusses the market's reaction to a recent Fed speech, highlighting the potential end of aggressive rate hikes and the easing of financial conditions. It explores inflation trends, recession risks, and the Fed's pivot in managing market expectations. The yield curve inversion signals a likely recession, while investment opportunities in U.S. Treasuries and TIPS are evaluated. The fixed income market has seen significant revaluation, offering various investment strategies.

What are Treasury Inflation Protected Securities (TIPS) and why are they considered valuable?

In what ways has the fixed income market changed throughout the year according to the speaker?

What does the speaker suggest about investment grade credit in the current market?