PGI: Shifting to Neutral on Stocks

The video discusses the current state of the bond market, highlighting its volatility and the impact of inflation and Federal Reserve policies. It covers investment strategies, portfolio management, and the influence of global economic factors such as COVID-19 and the Ukraine crisis. The discussion also explores opportunities in fixed income and credit markets, emphasizing the importance of diversification in uncertain times.

How does the current geopolitical situation affect the bond market?

What types of fixed income instruments are currently seen as valuable?