Putting Today's Fixed Income Markets in Context

Head of Public Fixed Income, Martin Horne discusses the current opportunities and risks in public fixed income markets and compares today's macro backdrop with those faced in prior economic slowdowns.

Episode Segments:

(01:15) - How corporate fundamentals look from the bottom up

(07:19) - How the banking crisis is impacting fixed income markets

(12:53) - Sectors that look vulnerable in a recession

(16:15) - Are sell-side default forecasts too pessimistic?

(19:37) - The potential impact of credit rating downgrades

(22:56) - How cash stacks up as a store of value

(27:38) - Applying the lessons of history to today

(30:23) - Solving the fixed income allocation conundrum

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