20min chapter

Animal Spirits Podcast cover image

Talk Your Book: Strategic Income

Animal Spirits Podcast

CHAPTER

Misconceptions and Opportunities in the Bond Market

This chapter discusses the misconceptions about the bond market and the opportunities outside of traditional fixed-rate bonds. They highlight the use of floating rate securities, leverage loans, and floating rate mortgage credit in their strategic income fund. The chapter also explores the impact of higher interest rates on corporate balance sheets and the pressure on the commercial real estate sector.

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