In the latest installment of this monthly series, Product Specialist Colin Callahan discusses the Federal Reserve hiking cycle and how to position fixed income portfolios with a potential Fed pause and a potential Fed cut on the horizon. Taking focus in this episode: How have Treasury bills fared when looking back at the past three recessionary periods relative to broad fixed-income indices? Based on history, the DoubleLine team sees a potential opportunity to shift allocations from Treasury bills into a broad fixed-income portfolio. Recorded September 8, 2023.
