Fixed Income Bit More Appealing Than Stocks: Manulife Investment Management

The video discusses the impact of FOMC signals and banking turmoil on monetary policy, highlighting the potential for tighter credit conditions to influence inflation. It examines the dollar's recent weakness, suggesting it may be more noise than a signal, and explores the rising demand contribution to inflation. The video also provides insights into asset allocation, suggesting fixed income may be more appealing than stocks due to expected recessions and higher yields, while noting challenges like the looming debt ceiling.

In what ways might fixed income investments be more appealing than stocks currently?

What are the potential risks associated with the looming debt ceiling?