

Fixed Income Conversation Corner Podcast with Gene Tannuzzo (Columbia Threadneedle) and Leslie Falconio (UBS CIO)
Jan 19, 2024
Gene Tannuzzo (Columbia Threadneedle) and Leslie Falconio (UBS CIO) discuss the current environment for fixed income investing, expectations for the fixed income market in 2024, growth of private credit market, allocations and opportunities in the CMBS market, and outlook for 2024 including positive technicals and potential risks in cash interest rates decreasing.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Performance of US Aggregate Index and Expectations for Fixed Income Market
02:13 • 14min
Performance and Prospects of Mortgage-Backed Securities and Private Credit
15:59 • 11min
Allocations and Opportunities in the CMBS Market
26:56 • 2min
Analysis of CMBS, Negative Price Debt, and Outlook for 2024
29:22 • 2min