Thornburg Investment Management

How to Invest During the Fed’s Game of Inflation Catch-up


Pixabay CC0 Public Domain
  1. "While a slowdown has taken longer than we originally thought, goods inflation is indeed falling."
  2. "The silver lining to all of this is that a tightening Fed means that yield and income are back!"
  3. "Given the ongoing strength in consumer spending, we believe the best relative value on a sector level continues to be in securitized debt."