Rates, Treasuries, credit, munis and the managers running bond portfolios for wealth clients. Selected by our editors.
25 videos and podcasts · new this week: 25
It offers a fixed income manager's read on the rate path, the energy-to-yields link, and where risk is being repriced in credit, including the weakest parts of high yield and loans. Sherman also names what he would hold if limited to one instrument and where he still sees value in credit, which gives allocators a concrete reference point for duration and credit-quality discussions.
This is a concise weekly market recap for advisors who want a manager's rundown of cross-asset moves and the macro data flow into a Fed meeting. It highlights the PMI inflation detail and the market's no-hike expectation as context for client conversations.
New manager videos, podcasts and our own bonds & fixed income stories on My Desk and in your morning edition.
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