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Countering the Recession Narrative
Portfolio Manager Bruce Monrad makes a counterpoint to some of the mainstream ideas stoking recession fears in today's markets.
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Credit Markets Update
Portfolio manager Bruce Monrad recaps recent credit market developments and why a "Higher For Longer" scenario will continue.
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Good(s) News in 2024
For the first time in 16 months, the ISM Manufacturing Purchasing Managers Index (PMI) is back in expansionary territory. Hear how a rebound in goods could boost GDP and how that's good news for High Yield.