Miskin Says Fixed Income Offers Opportunities in 2019

The video discusses the impact of market sentiment and policy changes on global growth, particularly in the US. It explores investment strategies for 2019, focusing on bonds and equities, and emphasizes the importance of quality investments in fixed income. The analysis covers the healthcare and utilities sectors, highlighting their potential amidst earnings revisions. A barbell approach is suggested, balancing technology with defensive strategies. The video concludes with insights into the Federal Reserve's policies and the economic outlook for 2019.

What strategy does the speaker recommend for balancing risk in a portfolio?

What is the speaker's perspective on the Fed's potential actions in 2019?