

Top of the Morning: Fixed Income Strategist - Looking for high yield
Oct 17, 2023
Leslie Falconio and Alina Golant discuss the outlook for long-term treasury yields, Fed policy meeting, opportunity set for high yield, and overall positioning recommendations within fixed income. They explore factors contributing to rate hikes, performance of the high yield market, and views on allocation within the fixed income asset class.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 5min
Rate outlook, Fed meeting, and uncertainty in the market
04:41 • 4min
Performance and Factors Influencing the High Yield Market
08:14 • 8min
Views on Allocation within the Fixed Income Asset Class
16:12 • 4min
Gratitude for Guests' Insights on Rate Environment and Fixed Income Asset Class
20:06 • 2min