Leslie Falconio

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.

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!

Leslie Falconio, Head of Taxable Fixed Income Strategy for the Americas at UBS, shares insights on fixed income amidst economic uncertainty. The discussion navigates current investment landscapes, exploring cautious credit strategies and their implications on market dynamics. They emphasize the shifting relationship between equity and fixed income markets, highlighting opportunities in U.S. high yield corporate credit. Both Falconio and Ed Al-Hussainy also stress the need for a strategic approach during volatile times, steering clear of panic-driven decisions.

Leslie Falconio, CIO of UBS Financial Services, dives into fixed income strategies and discusses why she anticipates a soft landing without significant yield declines. Jennifer Lee, Senior Economist at BMO Capital Markets, analyzes recent inflation data and its implications for the U.S. economy, highlighting consumer resilience. Joe Mathieu explores dynamic presidential campaign strategies, focusing on the contrasting approaches of Kamala Harris and Donald Trump, while emphasizing the importance of the Latino vote in the 2024 election.

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.