Kathy Jones on Inflation: ‘The Worst Is Behind Us’

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 7 February 2023

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

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Summary

Charles Schwab’s chief fixed-income strategist on the interest-rate picture, the jobs market, the recession outlook, housing, and more.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:33.0	Hi, and welcome to the Longview.
0:35.0	I'm Jeff Battack Chief Ratings Officer for Morningstar Research Services.
0:38.7	And I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morning Star.
0:43.1	Our guest this week is Kathy Jones.
0:45.4	Kathy is managing director and chief fixed income strategist for the Schwab Center for Financial
0:50.9	Research. Prior to joining Schwab in 2011, Kathy was a fixed income strategist at
0:56.6	Morgan Stanley. Before that, she served as executive vice president of the Debt Capital
1:01.6	Markets Division of Prudential Securities. Kathy received her bachelor's degree in English Literature
1:07.2	from Northwestern University and her master's in business administration from the
1:12.2	Kellogg Graduate School of Management. Kathy, welcome to the Longview.
1:16.8	Well, thanks for having me. Well, it's our pleasure. Thanks so much for coming on. Some of our
1:21.4	listeners might base financial or investment decisions on macroeconomic trends, but that could be
1:27.1	hard to pull off successfully.
1:28.3	In your experience, what's the best way to incorporate macroeconomic matters into a financial or investment plan?
1:36.3	Well, I agree with you that it can be really tough to pull off.
1:40.3	And it can lead you off the path of sticking to your plan
	...

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