Bond talk: When income is what you seek
Capital Ideas Podcast
From Equities to Fixed Income: Embracing Bonds
This chapter recounts the speaker's journey from equity analysis to fixed income investing, illustrating the transition and the insights gained along the way. It discusses the development of a unique multi-sector income strategy designed for low-yield environments while navigating the associated risks of pursuing higher yields in diverse sectors. Collaborative discussions among portfolio managers and the use of a quantitative model play a crucial role in shaping investment decisions and optimizing asset allocation.
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