

Fixed Income Conversation Corner with Alex Obaza (T.Rowe Price) and Leslie Falconio (UBS CIO)
Aug 7, 2024
Join Alex Obaza, Portfolio Manager at T.Rowe Price, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas at UBS, as they explore the evolving landscape for fixed income investors. They discuss the U.S. economy's resilience amid recession fears and the implications of anticipated Fed rate cuts. The pair highlight strategic opportunities in high-quality corporate bonds and agency mortgage-backed securities, advising a cautious yet proactive approach to navigating today's market challenges.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Resilience and Opportunities in the U.S. Economy and Fixed Income
02:01 • 4min
Analyzing Fed Rate Cuts and Their Economic Implications
06:28 • 5min
Navigating Economic Vulnerabilities in Fixed Income Investments
11:23 • 5min
Navigating Fixed Income Strategies in a Shifting Economic Landscape
16:16 • 5min