Meghan Graper

Meghan Graper, Global Head of Debt Capital Markets at Barclays, explains how yields and market technicals influence investment grade spreads. Amanda Lynam, from BlackRock, discusses the credit spread outlook amidst tight conditions and potential volatility. Krishna Memani, CIO at Lafayette College, shares contrarian views on macro risks and sector-specific opportunities. The panel debates AI capital expenditures and the challenges of financing ambitious plans while guarding against inflation and labor market risks.

Bob Michele, CIO of Fixed Income at JPMorgan Asset Management, shares insights on the bond market and the expected impact of Fed policies. Tim Adams, CEO of the Institute of International Finance, discusses his talks with the US Treasury regarding the IMF's critical roles. Meghan Graper, Global Head of Debt Capital Markets at Barclays Capital, highlights the brighter side of uncertainty in investment-grade credit amid possible trade deals with China. Together, they explore the intricate dynamics of global finance and the evolving landscape of economic policy.

Paul Donovan and Meghan Graper discuss cutting interest rates, inflation impact on rents, and financial planning simplicity. They explore teamwork in the financial industry, navigating uncertainty in the bond market, and proactive funding strategies.