Around the Horn: Fixed Income Roundtable with UBS Asset Management
From the original
Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space.
Related speeches
4 itemsAround the Horn: Fixed Income Roundtable with UBS Asset Management
There is a growing sentiment among fixed income investors that economic resilience will preserve yield levels, influencing currency trajectories. Per the full note from UBS, top portfolio managers highlighted the robustness of the U.S. economy with impressive employment and inflation figures setting the tone for 2024. With these dynamics, market participants should brace for fluctuations as the Fed continues to navigate a complex economic landscape; yields and associated currency pairs remain pivotal metrics to monitor.
Around the Horn: Fixed Income Roundtable with UBS Asset Management
The desk highlights a resilient fixed income market, aided by recent macroeconomic signal adaptability, as outlined in UBS Asset Management's recent roundtable discussion. Per the full note, January saw positive returns across major fixed income indices, with both the U.S. Aggregate Treasury and Municipal Bond indices up by approximately 0.5%. As we move through Q1 2024, the focus will likely be on assessing further Fed policy adjustments and reactions from bond investors, particularly as earnings and inflation data begin to surface.
Around the Horn: Monthly Fixed Income Roundtable with UBS Asset Management
More like this
5 itemsTalking Markets Podcast Series (Private Credit) with Marc Lipschultz (Blue Owl Capital)
Washington Weekly Podcast: SCOTUS cases, U.S. midterm election update
UBS On-Air: Paul Donovan Daily Audio 'Worrying about the cost of war'
Talking Markets Podcast Series (Preferreds) with Derek Pines (Bramshill) & Frank Sileo (UBS CIO)