The Memo by Howard Marks cover image

The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl

The Memo by Howard Marks

CHAPTER

The Future of Fixed Income Investments

Last year, in the credit markets, it was really a duration story because of how much rates did shift. How do you think about duration risk and how that relates to the relative value of fixed versus floating rate asset classes? That discussion has certainly evolved over the last few months. It just given some of the moves driven by duration in 2022.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner