Why It Might Be Time to Get Defensive in Fixed Income

The video discusses the shift in market dynamics as central banks reduce their influence, leading to increased volatility and a challenging investment environment. Kathy and Kathleen highlight the end of easy money, liquidity concerns, and the need for defensive strategies. They suggest focusing on non-US markets and currencies for growth. Noel Hebert provides insights into credit markets and defensive approaches.

What does Dan Iverson suggest about the influence of central banks on the markets?

How does Kathy describe the current investment environment in relation to volatility?

What concerns does Kathleen express regarding liquidity in the markets?

What is the significance of non-US markets according to the discussion?

What approach does Noel Hebert suggest regarding credit strategy?