Macro Markets Podcast Episode 48: Why We Like Structured Credit - Media Thumbnail

Macro Markets Podcast Episode 48: Why We Like Structured Credit

February 20, 2024
“An Attractive Time to Be a Fixed-Income Investor” - Media Thumbnail

“An Attractive Time to Be a Fixed-Income Investor”

February 16, 2024
Macro Markets Podcast Episode 47: Investing as the Fed Prepares to Start Rate Cuts - Media Thumbnail

Macro Markets Podcast Episode 47: Investing as the Fed Prepares to Start Rate Cuts

February 06, 2024
Macro Markets Podcast Episode 46: A Deeper Dive Into Our 11 Macro Themes for 2024 - Media Thumbnail

Macro Markets Podcast Episode 46: A Deeper Dive Into Our 11 Macro Themes for 2024

January 23, 2024
“Higher Credit Quality is a Very Solid Place to Be in 2024” - Media Thumbnail

“Higher Credit Quality is a Very Solid Place to Be in 2024”

January 17, 2024
Fixed Income to Shine as the Fed Ponders Rate Cuts - Media Thumbnail

Fixed Income to Shine as the Fed Ponders Rate Cuts

January 16, 2024
Disinflation and a Slowing Economy in 2024 - Media Thumbnail

Disinflation and a Slowing Economy in 2024

January 12, 2024
Macro Markets Podcast Episode 45: Macro and Market Outlook for 2024 - Media Thumbnail

Macro Markets Podcast Episode 45: Macro and Market Outlook for 2024

January 08, 2024
Policy Conditions Are Tighter Than They Appear - Media Thumbnail

Policy Conditions Are Tighter Than They Appear

December 13, 2023
Positioning for the Fed Pivot - Media Thumbnail

Positioning for the Fed Pivot

December 13, 2023
Macro Markets Podcast Episode 44: Corporate Credit Review and Preview - Media Thumbnail

Macro Markets Podcast Episode 44: Corporate Credit Review and Preview

November 28, 2023
Macro Markets Podcast Episode 43: Post-FOMC/Jobs Report Update - Media Thumbnail

Macro Markets Podcast Episode 43: Post-FOMC/Jobs Report Update

November 06, 2023
Macro Markets Podcast Episode 42: The Active Fixed-Income Playbook for Elevated Uncertainty - Media Thumbnail

Macro Markets Podcast Episode 42: The Active Fixed-Income Playbook for Elevated Uncertainty

October 19, 2023
Macro Markets Podcast Episode 41: Quarterly Macro Themes for Q3 2023 - Media Thumbnail

Macro Markets Podcast Episode 41: Quarterly Macro Themes for Q3 2023

September 21, 2023
Attractive Bond Yields While Being Patient and Defensive - Media Thumbnail

Attractive Bond Yields While Being Patient and Defensive

September 20, 2023
Macro Markets Podcast Episode 40: Real Estate and Its Possible Black Swan: The Office Sector - Media Thumbnail

Macro Markets Podcast Episode 40: Real Estate and Its Possible Black Swan: The Office Sector

September 07, 2023
Credit is the Next Shoe to Drop - Media Thumbnail

Credit is the Next Shoe to Drop

August 10, 2023
Macro Markets Podcast Episode 39: Soft Landing Skepticism - Media Thumbnail

Macro Markets Podcast Episode 39: Soft Landing Skepticism

August 04, 2023
Macro Markets Podcast Episode 38: Value and Nuance in CMBS - Media Thumbnail

Macro Markets Podcast Episode 38: Value and Nuance in CMBS

July 25, 2023
‘It’s a Good Time to Be Thoughtful About Risk’ - Media Thumbnail

‘It’s a Good Time to Be Thoughtful About Risk’

June 28, 2023
Macro Markets Podcast Episode 37: Introducing Quarterly Macro Themes - Media Thumbnail

Macro Markets Podcast Episode 37: Introducing Quarterly Macro Themes

June 20, 2023
Bond Investors Getting Paid for Patience - Media Thumbnail

Bond Investors Getting Paid for Patience

June 08, 2023
Macro Markets Podcast Episode 36:

Macro Markets Podcast Episode 36: "It's a bond picker's market."

June 08, 2023
Macro Markets Podcast Episode 35: A Deep Dive into Municipal Bonds - Media Thumbnail

Macro Markets Podcast Episode 35: A Deep Dive into Municipal Bonds

May 25, 2023
Macro Markets Podcast Episode 34: Risk/Reward in High Yield/Bank Loans - Media Thumbnail

Macro Markets Podcast Episode 34: Risk/Reward in High Yield/Bank Loans

May 11, 2023
Are Fixed-Income Investors Being Compensated for the Risks They Are Taking? - Media Thumbnail

Are Fixed-Income Investors Being Compensated for the Risks They Are Taking?

May 11, 2023
A Vast Market in Private Credit - Media Thumbnail

A Vast Market in Private Credit

May 01, 2023
Macro Markets Podcast Episode 33: Fixed-Income Opportunity Now and Down the Road - Media Thumbnail

Macro Markets Podcast Episode 33: Fixed-Income Opportunity Now and Down the Road

April 27, 2023
Macro Markets Podcast Episode 32: Investment Grade Market Dynamics - Media Thumbnail

Macro Markets Podcast Episode 32: Investment Grade Market Dynamics

April 14, 2023
Macro Markets Podcast Episode 31: Post-FOMC/SVB Analysis  - Media Thumbnail

Macro Markets Podcast Episode 31: Post-FOMC/SVB Analysis 

March 27, 2023
Macro Markets Podcast Episode 30: The Structured Credit Value Proposition Right Now - Media Thumbnail

Macro Markets Podcast Episode 30: The Structured Credit Value Proposition Right Now

March 03, 2023
Macro Markets Podcast Episode 29: Balancing Caution and Opportunity in Active Fixed-Income Portfolios - Media Thumbnail

Macro Markets Podcast Episode 29: Balancing Caution and Opportunity in Active Fixed-Income Portfolios

February 17, 2023
Macro Markets Podcast Episode 28: Fed Day, Jobs Day, and 10 Macro Themes - Media Thumbnail

Macro Markets Podcast Episode 28: Fed Day, Jobs Day, and 10 Macro Themes

February 07, 2023
2022’s Upside: The Fed Has Put the Income Back in Fixed Income - Media Thumbnail

2022’s Upside: The Fed Has Put the Income Back in Fixed Income

October 06, 2022
Confessions of an Active Fixed-Income Manager: Risk and Relative Value - Media Thumbnail

Confessions of an Active Fixed-Income Manager: Risk and Relative Value

September 29, 2021