John Murtagh
Fixed Income Analyst, Americas at UBS Chief Investment Office, specializing in funding markets, quantitative tightening dynamics, and securitized product analysis.
Best podcasts with John Murtagh
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Oct 29, 2025 • 20min
Top of the Morning: Fixed Income Strategist - Almost ample
Leslie Falconio, Head of Taxable Fixed Income Strategy at UBS, and John Murtagh, Fixed Income Analyst, delve into the current state of fixed income markets on a crucial Fed Day. They discuss YTD performance, predicting further rate cuts and the implications of monetary policy on market behavior. John highlights tight funding conditions and SOFR spikes, while Leslie points out vulnerabilities for fixed income investors, including inflation threats and sentiment risks. Together, they provide insights into strategic shifts in allocations toward securitized products.
Jun 11, 2024 • 12min
Top of the Morning: Fixed Income Strategist - First-Half Review
Leslie Falconio and John Murtagh of UBS CIO discuss fixed income performance drivers, rate volatility, Fed rate cut expectations, upcoming FOMC meeting, US monetary policy, and recommendations for fixed income investors in agency MBS, investment-grade corporates, tips, treasuries, and munis for incremental income and price appreciation.
