Rates, Treasuries, credit, munis and the managers running bond portfolios for wealth clients. Selected by our editors.
27 videos and podcasts · new this week: 27
The episode puts the advisory profession's own history in context alongside a broader account of the advice Americans have been given over three centuries. It also raises household and relationship dynamics, including who makes financial decisions at home, that sit behind client conversations.
For wealth professionals working with taxable clients, the episode provides context on current municipal bond yield levels and the taxable-equivalent yields cited for top-bracket investors. It also frames the discussion around both opportunities and risks in the sector.
For wealth professionals, the episode focuses on understanding how much AI exposure clients may already own through index-based portfolios and where concentration risks may sit. It also discusses portfolio construction questions around fundamentals, diversified sources of return and intentional versus unintended risk-taking.
Retirement income planning is a core advisory task, and this episode focuses on income sources other than bonds alongside withdrawal and spending decisions. Advisors working on retiree portfolios may want to hear how the guests frame those trade-offs.
It is a practitioner-level discussion of how rates, inflation and credit selection are being framed inside a large fixed income manager, including where the speaker sees investors being paid for risk. Useful for advisors weighing duration, securitized exposure and private credit in client portfolios.
For wealth professionals, it offers context on the fixed-income market's role in the financial system and a financial journalist's view of how market crises shaped coverage. The material is framed around financial history and journalism rather than portfolio recommendations.
It addresses the role of bonds in portfolios at a time of rate volatility and inflation uncertainty, and connects that to earnings quality and upcoming economic data. Wealth professionals may find it useful for framing client conversations about fixed income and market conditions.
For wealth professionals evaluating senior loans or private credit exposure, the episode sets out one manager's framing of income potential and credit-cycle risks. It also highlights underwriting discipline and diversification as considerations in the asset class.
For distressed and municipal bond investors, the discussion draws lessons from Puerto Rico’s creditor battles and the Promesa framework that may extend beyond that restructuring. It offers a first-hand account of how legal structure, politics and unforeseen events shaped a large municipal workout.
New manager videos, podcasts and our own bonds & fixed income stories on My Desk and in your morning edition.
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