Adding long-duration in the expectation of rate cuts won’t work if neutral is higher than markets expect, portfolio manager Ken Orchard warns.
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Adding long-duration in the expectation of rate cuts won’t work if neutral is higher than markets expect, portfolio manager Ken Orchard warns.
The conditions are ripe for US stocks to finally underperform their peers, says Charles Schwab’s chief investment strategist.
Investors should use real yields as a guide for allocating into fixed income as central banks diverge on rate cuts.
Manulife’s global chief economist sees a larger rate cut from the US Fed, but later than the market expects.
Part of the Mark Allen Group.