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Flash Insights: Tired of tariffs? Try securitized bonds
US President Donald Trump’s “Liberation Day” announcement has disrupted markets, but many securitized assets remain isolated from the trade war noise due to their domestic nature. Tariffs will likely increase real asset prices, benefiting securitized bonds. Jatin Misra, Co-Head of Structured Credit, Franklin Templeton Fixed Income, believes the securitized space may provide some relief to ride out this trade conflict.
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