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Income Investing at the Crossroads

Released on Wednesday, November 19, 2025INCOME

Opposing economic forces currently pose major challenges for income investors. The Fed appears to be on a course of continuing to cut interest rates, but tariffs still threaten to inflame inflation, which could force an abrupt change of courseCredit risk premiums are extremely low by historical standards, but yields are up considerably from their lows of recent years. This session will present a path forward through diversification by income asset class, while also highlighting specific securities that offer attractive risk-reward tradeoffs at present. 


Martin Fridson, CFA
Income Securities Investor, Publisher

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