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Capitalizing on rate shifts: Parsing opportunities in the second half

Fixed Income Portfolio Manager Campe Goodman and Fixed Income Strategist Amar Reganti discuss how to capitalize on potential rate shifts in the second half of the year

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Campe Goodman, CFA

Amar Reganti

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7 min
Article
2025-06-30
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Credit Economic cycle Interest rates Monetary policy Government bonds USA Quick Take
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Credit investing against a slower-growth, higher-inflation backdrop
The significant flattening of the US Treasury yield curve in recent months has some prognosticators calling for an impending US recession. Not so fast, says Fixed Income Portfolio Manager Rob Burn.
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Rob Burn, CFA

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Quick Take
2022-07-31
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