After a prolonged period of minimal returns, bonds have become the center again. While holding cash positions provided effective diversification last year, maintaining excessive cash holdings for an extended period may result in missing out on the opportunity to secure higher yields for the long term. The second half of 2023 offers abundant opportunities in the fixed income market, driven by persistent inflationary pressures leading to higher bond yields.
As we approach the last quarter of 2023, it is noteworthy for investors to reflect on the transformative impact that past months had on market perceptions regarding a potential U.S. recession and the trajectory of global policies.
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