A double advantage in fixed income

Vanguard institutional quality bond funds offer a track record of long-term outperformance at industry-low costs.

See the proof

Today’s Talk Your Book is sponsored by JP Morgan:

See here for more information on JP Morgan and its 2026 Long-Term Capital Market Assumptions

On today’s show, we discuss:

Shifting Landscapes and Silver Linings
Three interconnected themes: economic nationalism, fiscal activism and corporate investment; AI innovation and adoption
Diversifying the diversifiers with alternatives, the 60/40 Plus portfolio
Where are we in the evolution of private markets and expected returns
Addressing the challenges of forecasting private markets
Is international equity outperformance in 2025 here to stay?
Competing forces in the economy, and why there’s reason to be optimistic
A growing focus on shareholders in international markets and the rise of buybacks abroad

Animal Spirits:

Animal Spirits Podcast

Animal spirits is a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they’re reading, writing, listening to and…

podcasts.thecompoundnews.com/show/animalspirits