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Bonds Are 'Dazed and Confused,' Says Emily Roland

Source: youtube.com

Credit & Bond MarketsInvestor Sentiment & PositioningBanking & Liquidity
Bonds Are 'Dazed and Confused,' Says Emily Roland

Manulife Investment Management co-CIO Emily Roland says the firm still likes stocks, but portfolio construction should shift so bonds carry more of the role. The call is more about balance and positioning than a specific catalyst, implying limited near-term market-moving impact.

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