RJ Gallo Sees 60/40 Diversification Working Again This Year

The video discusses the bond market's poor performance last year and the expected recovery this year. It highlights the importance of diversification and total return, emphasizing the role of income in bonds. The discussion also covers economic cycles, recession expectations, and how markets might respond to changes in monetary policy. The video suggests that bond market returns will be moderately positive this year, without the need for drastic changes in target rates.

What are the implications of the current yield rates on fixed income investments?

How might the anticipated recession differ from previous economic downturns?