Fynsa
The evidence shows that, from a public policy point of view, with scarce resources, hosting the Olympic Games does not seem to be the best deal.
For the time being, it is hard to think that the market alone will continue with rate rallies without a more committed Fed on the way to easing interest rates.
In our 2024 Asset Allocation Outlook, bonds emerge as a prominent asset class.
Market conditions have driven Agency MBS valuations to historically cheap levels, making them an attractive investment.
