Robert J. Schoen
Co-Chief Investment Officer, Global Asset Allocation
More from the Asset Allocation team
With the S&P 500 in a bear market, the Fed’s aggressive hikes may be too late to tame inflation and too aggressive for a soft landing.
Active managers are in a unique position to manage risks in target-date strategies.
With historical context in mind, we argue that the fear surrounding rising rates and their impact on bonds and retirement portfolios is likely overblown.