The recent 50-basis-point cut to the federal funds rate indicates the start of a possible trend, suggesting a focus on positioning portfolios for upcoming volatility.
Chester Spatt emphasizes that uncertainty looms as the Fed's rate cut aligns with a critical political period, potentially impacting investor reactions.
Tracie McMillion notes that even during recessions, certain asset classes can perform well, offering opportunities even in challenging economic times.
Historical data from Hartford Funds shows that seven out of the last eleven periods of sustained rate cutting since 1980 have coincided with recessions.
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