
← TCW Investment Perspectives26 sep 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 Watch
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.