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ETF Trends
9 months ago
Top Investment Ideas for 2025
Authors: Jeremy Schwartz, CFA, Global Chief Investment Officer Kevin Flanagan, Head of Fixed Income Strategy Jeff Weniger, CFA, Head of Equity Strategy Samuel Rines, Macro Strategist, Model Portfolios Key Takeaways Fixed Income Recalibration: With Treasury yields normalizing at 4%–5%, a barbell strategy combining floating rate and yield-enhanced funds can help investors balance rate volatility and credit exposure.