Bond pro Gibson Smith managed tens of billions of dollars for Janus Henderson before launching his own firm. He told us why the fixed income market is too bearish on the recovery — and 3 investments he likes today.

July 29, 2021
1:30 pm

Bond pro Gibson Smith managed tens of billions of dollars for Janus Henderson before launching his own firm. He told us why the fixed income market is too bearish on the recovery — and 3 investments he likes today.

Conventional wisdom on Wall Street is that if the stock market and bond market appear to disagree on something, the larger, longer-term-focused bond investors are probably right and the stock market is wrong.
So it’s a bit surprising to hear Gibson Smith…

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