Barry McAlinden

In this discussion, Barry McAlinden, Senior Fixed Income Strategist at UBS, dives into the upcoming regulatory reforms proposed by the Trump administration for the banking sector. He highlights potential changes to capital requirements and their implications for fixed income and equity investors. McAlinden explains how clearer, less volatile capital rules could release up to $300 billion for buybacks and dividends, impacting market dynamics significantly. Tune in for insights that could shape your investment strategies!

Leslie Falconio, Head of Taxable Fixed Income Strategy Americas at UBS, and Barry McAlinden, Senior Fixed Income Strategist at UBS, share their insights into the fixed income landscape. They discuss how recent payroll reports impact interest rate decisions and labor market trends. The duo highlights the appeal of fixed income amidst rising interest rates, emphasizing the importance of quality assets and strategic diversification for investors. Their analysis offers valuable strategies for navigating the complexities of the current market.

Senior Fixed Income Strategists analyze fixed income sub-sectors, discuss Fed rate cuts' impact on high yield sector, preferred stock performance outlook, corporate bond market trends, and market outlook with emphasis on long-duration high-quality bonds amidst economic concerns.

Leslie Falconio, the head of Taxable Fixed Income Strategy for the Americas at UBS, leads a discussion on Fed cuts and their impact on market conditions. Frank Sileo dives into the performance of preferred securities, highlighting the recent divergence between retail and institutional preferreds. Barry McAlinden shares insights on the stability of investment-grade corporates, pointing to strong earnings as the rationale behind tight spreads. Together, they explore the outlook and strategies for navigating the evolving fixed income landscape.

Frank Sileo and Barry McAlinden, both Senior Fixed Income Strategists at UBS, dive into the current dynamics of the fixed income market. They discuss the performance of preferred securities, highlighting both challenges and resilient sectors amid market volatility. Sileo zeroes in on opportunities in the preferred market, while McAlinden provides insights on investment-grade corporates. Together, they explore strategic investing, emphasizing the importance of a diversified approach amidst changing interest rates and economic uncertainties.

Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, and Barry McAlinden, Senior Fixed Income Strategist, delve into the Federal Reserve's recent interest rate cuts and their effects on fixed income assets. They discuss the anticipated policy easing and its implications for credit sectors, including investment-grade and high-yield bonds. With a focus on strategic positioning, they emphasize the appeal of bonds offering yields over 4% and analyze how evolving monetary policies influence investment decisions. Insights into market dynamics and default risks are also highlighted.

Leslie Falconio, Head of Taxable Fixed Income Strategy for the Americas, joins Senior Fixed Income Strategists Barry McAlinden and Frank Sileo to analyze the recent Federal Reserve interest rate cut. They discuss its surprising market reactions and what it means for fixed income assets going forward. Topics include the resilience of investment-grade credit amidst economic shifts and the positive trends in Treasury and preferred securities markets. The conversation highlights strategic adjustments for investors in a new monetary environment.

Senior Fixed Income Strategists Frank Sileo and Barry McAlinden from UBS Chief Investment Office discuss Q1 GDP print, inflation trends, earnings impact on market, performance of fixed income sectors amid rising treasury yields, preferred stocks performance, and upcoming market events like earnings reports and Fed meeting.

Join the CIO fixed income team for insights on market expectations, preferred securities' performance, potential market pullback, investment grade bonds challenges, and outlook on preferred and equity funds amidst interest rate changes.

UBS CIO experts discuss the outcome of the latest FOMC meeting and market response. Topics include rate cuts, portfolio positioning, fixed income markets response, factors affecting market reaction, and outlook for stocks.