Episode
How to Position Portfolios After the Fed Cut – And What to Watch
- Podcast
- TCW Investment Perspectives
- Published
- Sep 26, 2025
- Duration seconds
- 1055
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/ed3fc294
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Summary
Labor. Tariffs. Inflation. Politics. Listen as TCW’s Jamie Franco, managing director in the Cross-Asset Research & Sustainable Investment Group, discusses portfolio allocation and what investors should consider following the Fed’s move to cut rates.