Fixed Income Conversation Corner Podcast with Leslie Falconio (UBS CIO) and Mike Contopoulos (Richard Bernstein Advisors)
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Mike Contopoulos rejoins Leslie Falconio for a discussion around year-end asset class performance expectations, potential outcome implications of the US election for fixed income investors, positioning, and more. Featuring Mike Contopoulos, Director of Fixed Income for Richard Be
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The desk reads the current fixed income landscape as favorable for fixed-income investors, aligned with sentiments from T. Rowe Price and UBS that are echoed in their recent commentary. As noted by Leslie Falconio and Alex Obaza, the performance of fixed income has outstripped expectations, particularly with yields becoming more favorable, indicating a robust comeback for this asset class (per the full note [source]). A notable trend highlighted is the declining volatility, which allows for greater investor confidence and positions fixed income as attractive relative to other asset classes.
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