Rates, Treasuries, credit, munis and the managers running bond portfolios for wealth clients. Selected by our editors.
29 videos and podcasts · new this week: 29
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.
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.
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 working on bond allocations, the episode offers a manager’s framing of how a higher-yield environment shapes fixed income positioning. It also references specific WisdomTree fixed income funds used to express rate-related views.
New manager videos, podcasts and our own bonds & fixed income stories on My Desk and in your morning edition.
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