Leslie Falconio

Leslie Falconio, Head of Taxable Fixed Income Strategy Americas at UBS, shares insights on the fixed income landscape. He discusses expectations for Fed rate cuts and how they may influence market dynamics. Leslie highlights the strong performance of investment-grade securities and agency mortgage-backed securities, offering positioning strategies for the coming months. His views on the yield-curve steepener thesis and buy-the-dip guidance provide valuable context for investors navigating this sector.

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.

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.

Leslie Falconio, Head of Taxable Fixed Income Strategy Americas at UBS, and Scott DiMaggio, Head of Fixed Income at AllianceBernstein, dive deep into the evolving fixed income landscape. They discuss the impact of recent economic data on the U.S. economy and anticipate Federal Reserve interest rate cuts. The duo analyzes the complexities of employment data and its effects on market volatility. They also highlight investment opportunities in high yield and emerging markets, emphasizing the need for adaptive strategies in a shifting environment.

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.

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.

Scott DiMaggio and Leslie Falconio discuss shifts in market sentiment, economic outlook, and interest rate predictions. They explore navigating bond markets, concerns and risks in the fixed income market, and insights on global opportunities for investors.

Dan Hyman, a Senior Portfolio Manager at PIMCO specializing in fixed income, joins UBS's Leslie Falconio to delve into the intricacies of the mortgage-backed securities market. They discuss the slow normalization of agency MBS and its ties to reinvestment benefits. Hyman shares insights on the Fed's anticipated easing and its impact on mortgage demand. The duo also explores historical mortgage performance during recessions and the current dynamics affecting refinancing behaviors, offering a nuanced view on adding agency MBS to investment strategies.

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.

Leslie Falconio, Head of Taxable Fixed Income Strategy Americas at UBS, shares expert insights on navigating the fixed income landscape for 2H25. She discusses the outlook for interest rates and the shifting dynamics between investment grade and high yield bonds, where high yield has recently outperformed. Leslie also highlights the risks posed by rising interest rates and inflation, emphasizing the importance of economic data over political speculation. Tune in for strategic positioning tips in a complex market!