Lindsay Rosner

Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management, shares her insights on the fixed income landscape as we approach 2026. She discusses the stability of the labor market despite noise in the jobs report and explains why bond yields remain unchanged. Lindsay anticipates minimal rate cuts in 2026 and highlights the appeal of bonds with an aggregate yield-to-worst of ~4.33%. She also explores potential economic scenarios shaped by AI and advises on maintaining an intermediate duration strategy for optimal returns.

Join Lindsay Rosner, head of multi-sector investing at Goldman Sachs Asset Management, as she unpacks the current U.S. bond market landscape. She explores the impacts of the Fed's decisions on credit markets and the implications for investment strategies. Lindsay discusses the delicate balance between Treasuries and corporate bonds, especially amid geopolitical tensions. With insights on the potential recession and opportunities in investment-grade corporate bonds, she provides a compelling look at navigating the complexities of today's fixed income environment.

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!

Lindsay Rosner, head of multi-sector investing at Goldman Sachs Asset Management, dives into the recent Fed decision's impact on markets. She unpacks the volatility and reveals current opportunities for bond investors. Lindsay explores the trends in 10-year yields and discusses the intricate dynamics of the yield curve, highlighting the significance of intermediate duration bonds. With inflation concerns and pivotal economic data on the horizon, she provides insights on navigating the challenges and seizing potential in today's bond market.

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.