Jim Bianco is the president and macro strategist at Bianco Research, LLC. Since 1990, his commentaries have offered a unique perspective on financial markets and the global economy. Unencumbered by the biases of traditional Wall Street research, Mr. Bianco has built a decades-long reputation for objective, incisive commentary that challenges consensus thinking. For nearly 20 years at Bianco Research, his wide-ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows, and positioning in financial markets.
The relationship between the bond and stock market has changed in the post-pandemic period, making the traditional 60/40 portfolio a challenge. But this does not mean bonds have no place in a portfolio. It means their purpose and use have changed. Jim will explain how and why conditions have shifted, and what steps investors can take in their portfolios to adapt and profit