Fixed Income Conversation Corner with Dan Hyman (PIMCO) 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 Dan Hyman, Senior Portfolio Manager with PIMCO, and L
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4 itemsFixed Income Conversation Corner with Dan Hyman (PIMCO) and Leslie Falconio (UBS CIO)
The desk believes that the current fixed income landscape presents unique opportunities amid volatility caused by geopolitical tensions, particularly in the Middle East. As discussed in the recent PIMCO and UBS podcast, market participants are seeing widening spreads and increased uncertainty, suggesting that astute investors might find value in agency mortgage-backed securities (MBS). With a consensus target for the USD/EUR at 1.075, traders should navigate carefully given the lack of high-impact events on the calendar that might shift sentiment temporarily.
Fixed Income Conversation Corner with Adam Bloch (Guggenheim) and Leslie Falconio (UBS CIO)
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