Episode 23: Investing across asset classes in the age of stimulus

Listen to Income and Growth senior portfolio manager Justin Kass discuss how a new $1.9 trillion round of stimulus, a steep rise in US long-term rates, and an ongoing debate about the future of inflation may impact financial assets, particularly US equities, high yield, and convertible bonds. Also: Justin talks about what’s next in the M&A arena and convertibles issuance.