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Conning's Investment Perspective - February 10, 2026
Автор: Conning
Загружено: 2026-02-11
Просмотров: 10
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In the latest Conning Investment Perspective, Cindy Beaulieu, Conning’s Chief Investment Officer, North America, outlines how markets are navigating a year in which the focus has shifted from rate changes to Federal Reserve leadership and structure.
Rates appear stable in the near term, yet longer Treasury yields have moved modestly higher. Valuations within structured credit have adjusted following recent policy developments, and inflation remains persistent in a narrow but stubborn range.
Cindy explains how these dynamics are shaping positioning across fixed income sectors.
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