Andy Stout, CIO of $19 billion Allworth Financial, discusses the RIA’s proprietary scorecard to filter through thousands of funds, the firm’s strategy for weathering economic risks and how the firm uses direct indexing to bring alpha to clients.
The rebound in Treasury yields to start the year comes after bonds rallied sharply in the last two months of 2023 on signals that the Fed is pivoting toward more dovish monetary policy.
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