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What does yesterday's FOMC meeting mean for investors? Risks remained skewed to the downside. We know inflation is a problem. The Fed wants to hike rates and reduce its balance sheet. It's hard to see a scenario where markets absorb these cross-currents without higher levels of volatility. From my perspective, the cake has been baked. Interest rates are rising. Inflation is a problem. There is a clear rotation from growth to value. Ironically, these trends have prevailed for

Over the weekend, Barron’s Roundtable released their widely read top stock & fund picks for 2022 (click here). One of the Roundtable Members, David Giroux (T Rowe Price CIO and Portfolio Manager) said “...The asset class with the most attractive risk/reward profile is leveraged loans”. Astoria concurs. In short, senior loans have historically demonstrated the ability to participate in a rising rate environment. As there are now 4 rate hikes priced into the market, many (Barr