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Podcast: Money Life with Chuck Jaffe
Episode: Hancock's Roland: Don't lean too far into this rally, trouble's coming
Description: Emily Roland, co-chief investment strategist at John Hancock Investment Management, says that macroeconomic signals show that a slowdown and recession are coming in the second half of the year, and while investors should be happy with current conditions and technicals supporting a current rally, she believes that signs like a sharply inverted yield curve, declines in new orders portend a major downtrend in growth. As a result, investors are facing a challenge in managing risk now, and she suggests leaning more into fixed income now with a hard landing ahead, while also resisting the temptation to pull away from th...