A dizzyingly expensive bond market, record levels of inflation and hawkish central bank policy shifts. Taken together, investment grade investors could not have asked for a more tumultuous start to the year following one of the worst years on record for total returns. After years of bond purchases at seemingly any price, how can investors navigate this new dynamic?
In the debut episode of Long Story Short, portfolio manager Jonathan Golan joins the podcast to discuss the outlook for investment grade fixed income, the search for yield and the key risks investors should watch out for.
