UBS On-Air: Market Moves Fixed Income Conversation Corner with Robert Cohen (DoubleLine) and Leslie Falconio (UBS CIO)
Sep 22, 2023
Leslie Falconio (UBS CIO) and Robert Cohen (DoubleLine) discuss the current landscape for fixed income investors, opportunities in the asset class, yield curve inversion, and the current state of credit markets. They also highlight the benefits in the corporate credit curve and staying short and up in quality.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
The Current State of Fixed Income and Opportunities
01:39 • 2min
Analyzing the Yield Curve and Federal Reserve's Actions
03:59 • 2min
Current State of Credit Markets and Potential Impact
06:28 • 15min
Investment Rate Corporate Type and Risk-Reward along the Curve
21:36 • 4min