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1 Advancing Cardiology and Heart Surgery Through a History of Collaboration 20:13
Fixed Income - What the Curve is Saying
Manage episode 320939878 series 1809257
With higher rates appearing inevitable, fixed income investors must weigh a range of maturities, sectors and credit quality along the yield curve, including low duration strategies less exposed to rate hikes. Plus, how inflation and policy decisions fit into the equation. And, where there could be opportunity at the shorter end of the yield curve. Our Stephen Dover joins Walter Kilcullen of Western Asset Management and Franklin Templeton Fixed Income’s Reema Agarwal to talk about it all.
137 episod
Manage episode 320939878 series 1809257
With higher rates appearing inevitable, fixed income investors must weigh a range of maturities, sectors and credit quality along the yield curve, including low duration strategies less exposed to rate hikes. Plus, how inflation and policy decisions fit into the equation. And, where there could be opportunity at the shorter end of the yield curve. Our Stephen Dover joins Walter Kilcullen of Western Asset Management and Franklin Templeton Fixed Income’s Reema Agarwal to talk about it all.
137 episod
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1 Global Investment Management Survey: Outlook on equities and more 23:36
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1 Anatomy of a Recession Update: Can US exceptionalism continue? 22:45
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1 Anatomy of a Recession Update: Outlook 2025—Will US Exceptionalism Continue? 37:44
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1 Anatomy of a Recession Update: What we don’t know about tariff plans 26:57
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1 Anatomy of a Recession Update: The case for economic reacceleration 21:20
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1 Anatomy of a Recession Update: Speaking of the election 27:38
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1 Anatomy of a Recession Update: Economy’s health holds steady 21:10
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1 Anatomy of a Recession Update: Economic growth ahead? 21:06
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1 Global Investment Management Survey: Our collective forecast 13:24
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1 Anatomy of a Recession Update: Profit margins and credit spreads improve 19:54
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1 Anatomy of a Recession Update: A wait-and-see Fed 21:30
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1 Anatomy of a Recession Update: What's different about this cycle? 23:36
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1 Anatomy of a Recession Update: Soft landing chances rise 26:14
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1 Anatomy of a Recession update: Changes in our dashboard 21:59
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