I'm a growth guy. I like to look for companies that grow faster than their peers and invest over a 3-to-5-year time horizon. But I'm also a realist. And there are times where even a growth guy can acknowledge that there are opportunities or may be opportunities in fixed income.
Below comes from one of the investment management firms that I believe has very good forward-thinking research. Thanks to the folks at AB for supplying!
A Note from the AB Fixed Income Trading Desk Thoughts from Our Senior Portfolio Managers
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