Fixed Income Conversation Corner Podcast with Gene Tannuzzo (Columbia Threadneedle) and Leslie Falconio (UBS CIO)
UBS On-Air: Market Moves
00:00
Analysis of CMBS, Negative Price Debt, and Outlook for 2024
In this chapter, the hosts share their thoughts on CMBS, their avoidance of it in 2023, and their belief that certain sectors, like corporate debt, are currently undervalued. They also discuss the outlook for 2024 and potential positive technicals in cash interest rates decreasing, while mentioning the limit of risk premium compression and low-quality investments' outperformance.
Transcript
Play full episode
