Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas discusses the impacts of rising interest rates in the current environment and makes the case that it is a high hurdle for interest rates to sustain much higher levels than where they are today due to dynamics around the terminal rate and term premium.
In this short video, Leslie talks about what the market is now pricing for further rate cuts in 2024 and 2025, the impacts of potential policy changes under the new administration, and how investors can be best positioned to take advantage of the changing market landscape.
For more, see the Fixed Income Strategist: Riding the wave , published 15 November 2024.
