iCapital's Amoroso on Markets Post-Fed, Strategy

The video discusses the Federal Reserve's interest rate hikes and their impact on the market, highlighting the uncertainty around the terminal rate and the potential for a recession. It explores investment strategies in volatile markets, emphasizing the importance of selecting investments that can outperform a 5% return. The discussion also covers the economic slowdown's effect on earnings and the supply chain, and suggests fixed income and bond strategies to counter inflation.

What are the implications of the profit recession discussed in the text?

How should investors approach fixed income investments according to the discussion?

What are the potential risks associated with leveraged loans as mentioned in the text?