Top of the Morning: Fixed Income Strategist - A shorter runway
UBS On-Air: Market Moves
00:00
Analysis of fixed income performance and monetary policy adjustment impact
Explore how monetary policy adjustments can influence fixed income total return, with insights on shallow cuts expected this time and historical data indicating spread stability with possible slight widening. Learn about the importance of earning carry for total return in a normalized growth environment, while considering potential short-term volatility.
Transcript
Play full episode
