Rates, Treasuries, credit, munis and the managers running bond portfolios for wealth clients. Selected by our editors.
26 videos and podcasts · new this week: 26
Agency MBS sits in many core bond mandates, so a manager's read on spread levels and on where active selection might add value is relevant background for advisors reviewing fixed income exposure. The discussion of pricing inefficiencies also speaks to the case managers make for active rather than index exposure in the sector.
For wealth professionals weighing fixed income allocations, the item frames global bond diversification and developed and emerging market opportunities in a higher-yield environment.
For wealth professionals, it frames index exposure as something to examine beneath headline performance, including unintended AI concentration in portfolios. It also discusses portfolio construction and active management choices in the context of market concentration.
It frames the trade-off allocators face in fixed income right now: better starting yields alongside pockets of credit stress. The episode names specific areas where higher rates are being felt, which may be useful context for portfolio conversations.
New manager videos, podcasts and our own bonds & fixed income stories on My Desk and in your morning edition.
Free. One click to unfollow. Readers who are not signed in can follow in this browser and sign in later.
The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.
Free. Every morning. Unsubscribe from any edition in one click.
