Fixed Income Conversation Corner with Robert Cohen (DoubleLine) and Leslie Falconio (UBS CIO)
UBS On-Air: Market Moves
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Investment Rate Corporate Type and Risk-Reward along the Curve
Discussion on the barbelled investment rate corporate type, their expectation of a steepening yield curve, and the risk-reward and relative value along the curve. Emphasis on the benefits in the corporate credit curve in the middle four to ten years and the strategy of staying short and up in quality. Also, highlights opportunities created by the multi-year period of dispersion and volatility in credit.
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