About this Event
Lotfi Karoui
Global Investment Research
Goldman Sachs - New York
Lotfi is the chief credit strategist and head of the Credit Research Group at Goldman Sachs.
Key Questions
-
Recent bank failures: What happened and what are the implications for Fed policy and the economy?
-
Why is the yield curve so severely inverted and what does that mean for asset allocation in fixed-income markets? Why would you own long-dated bonds if cash pays 5%?
-
How problematic are higher rates for borrowers: Will something break and push the economy into recession?
-
Where does GS see value across the entire fixed-income spectrum