

Top of the Morning: Fixed Income Strategist - A shorter runway
Jul 18, 2024
Leslie Falconio, Head of Taxable Fixed Income Strategy at UBS, discusses how investors should position themselves as growth and inflation trend lower, and the upcoming rate cutting cycle. Topics include data alignment with Fed guidance, impact of monetary policy adjustments on total return, and CIO recommendations for strategic fixed income positioning amid market volatility.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 3min
Insights on the upcoming rate cutting cycle and market expectations
03:08 • 2min
Analysis of fixed income performance and monetary policy adjustment impact
05:10 • 2min
Strategic Fixed Income Positioning Amid Market Volatility and Interest Rate Outlook
07:26 • 3min
Insights into Fixed Income Positioning and Monetary Policy Expectations
10:21 • 2min