Fixed Income Conversation Corner with Adam Bloch (Guggenheim) and Leslie Falconio (UBS CIO)
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Our conversation outlines the current landscape for fixed income investors, and where to locate opportunity within the asset class. We also touch on an outlook for monetary policy, rates and the macro environment. Featured are Adam Bloch, Portfolio Manager with Guggenheim Investm
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4 itemsFixed Income Conversation Corner with Adam Bloch (Guggenheim) and Leslie Falconio (UBS CIO)
The desk is interpreting the recent evolution of the fixed income landscape as a complex interplay between macroeconomic uncertainty and evolving monetary policy. Per the full note from UBS, notable figures such as the rise in 10-year Treasury yields from 3.94% to as high as 4.48% during regional conflicts illustrates market volatility that has implications for risk assets and fixed income strategies. Recent market behavior, including equity markets reaching new highs following a ceasefire in early April, suggests that risk-on sentiment is influencing investors' outlook toward credit spreads and yields.
Fixed Income Conversation Corner with Dan Hyman (PIMCO) and Leslie Falconio (UBS CIO)
Fixed Income Conversation Corner with Dan Hyman (PIMCO) and Leslie Falconio (UBS CIO)
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