Kestra CIO Kara Murphy on the US markets

The video discusses the Federal Reserve's consistent messaging on interest rates and inflation, highlighting market reactions. It explores the impact of China's growth on global markets, particularly US and European equities. The video also examines opportunities in fixed income investments amid significant rate tightening. It discusses portfolio strategies, emphasizing the role of cash and the 60/40 portfolio. Finally, it evaluates high yield investments, considering economic momentum and potential risks.

What is the significance of the 6040 portfolio in today's investment landscape?

What factors could lead to a change in the attractiveness of fixed income investments?

What are the potential risks associated with high yield investments in the current economic climate?