3+1 Episode 27: Rick Rieder
It offers a fixed income manager's read on the growth-versus-employment gap and on how the Fed is approaching policy in an uneven economy. Useful for advisors weighing what income, quality and diversification mean for bond allocations in client portfolios.
Summary
By the markets & outlook deskIn this episode of BlackRock's 3+1 series, Rick Rieder, Chief Investment Officer of Global Fixed Income, discusses why strong economic activity is not translating into stronger hiring and wage growth, and what that disconnect means for the Federal Reserve. He also covers the Fed's balancing act between sectors running hot and sectors struggling, and the role fixed income can play in portfolio construction.
- Rieder examines the disconnect between economic growth and employment, including why strong activity isn't producing stronger hiring and wage growth.
- He describes managing an economy where some sectors run hot and others struggle as like controlling an entire house with one thermostat.
- He makes the case that income, quality and diversification deserve a closer look in today's investment landscape.
- The episode ends with a short segment on travel, including airport carpeting and four-wheel rolling suitcases.
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