Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management, dives into the bond market's current landscape alongside host Chris Hussey. They discuss how recent rate hikes are reshaping investment opportunities, highlighting the dynamics of credit spreads and economic indicators. Rosner emphasizes the strategic importance of bond selection in portfolios during volatile times, using lighthearted baseball analogies to explain market unpredictability amid upcoming elections. It’s a compelling conversation on navigating financial shifts!

Heidi Crebo-Rediker, formerly the State Department's Chief Economist and now an Adjunct Sr Fellow at the Council on Foreign Relations, discusses the critical role of voter turnout in the upcoming election. Seth Carpenter, Chief Global Economist at Morgan Stanley, outlines how key policies on tariffs, immigration, and fiscal matters will hinge on election results. Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs, shares insights on rising opportunities in fixed income amid the market's uncertainties.

Lindsay Rosner, head of multi-sector investing at Goldman Sachs Asset Management, joins Bloomberg News reporter James Crombie and credit analyst Jody Lurie to delve into the complexities of commercial real estate debt. They discuss how Goldman is capitalizing on opportunities in commercial mortgage-backed securities amid market challenges. The trio also weighs the outlook for retail and leisure sectors, particularly considering the pressures on lower-income consumers. Insightful perspectives on risk management and credit analysis strategies are shared.