The Investment Intelligence podcast by Allianz Global Investors Episode 44: What’s next for the Fed and the high-yield bond market?
Apr 12, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
High Yield Corporate Bonds - What's Your Current Assessment?
01:36 • 2min
Are We Going to Have Stagflation or Slowflation?
04:06 • 4min
High Yield Leverage - What Does That Mean for New Issue Opportunities?
07:41 • 3min
What's J. Powell Doing?
10:29 • 3min
Do You Think the Fed Can Still Tame Inflation?
13:25 • 3min
Will the Fed Tame Inflation?
16:46 • 2min
Is Core Inflation Driving Core CPI?
18:33 • 2min
The Fed's Absence in the Bond Market?
21:02 • 3min
The Negative Impact of Interest Rate Risk on Fixed Income
24:12 • 3min
Investing in a High Yield Bond Market
27:18 • 3min
Is There a Liquidity Bucket for Fixed Income?
30:02 • 3min
What's Your Cultural Recommendation for Investing in Bonds?
32:35 • 2min
The Investment Intelligence Podcast - Part 2
34:25 • 2min