TCW Investment Perspectives

← TCW Investment Perspectives26. Sept. 2025 · 18 Min.

How to Position Portfolios After the Fed Cut – And What to Watch

How to Position Portfolios After the Fed Cut – And What to Watch26. Sept. 202518 Min.

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.