Reported about 1 month ago
As the Federal Reserve prepares for its initial interest rate cut, David Miller, co-founder and CIO of Catalyst Funds, discusses how investors can optimize their portfolios. He highlights the potential benefits for bonds and equities during this rate-cutting phase and suggests strategies such as calendar spreads in commodities and borrowing differentials in countries like Switzerland and Japan. Miller emphasizes a diversified approach and anticipates significant gains for tech companies and fintech giants like Visa and Mastercard in response to changing economic conditions.
Source: YAHOO