Mike Contopoulos

Mike Contopoulos, Deputy Chief Investment Officer at Richard Bernstein Advisors, joins Leslie Falconio, Head of Taxable Fixed Income Strategy at UBS, to discuss fixed income market dynamics. They explore year-end performance expectations, the impact of a lower rate environment, and potential risks of spread widening. The conversation also covers why defensive duration strategies may be prudent now and the diverging trends in credit sentiment. They highlight agency MBS attractiveness compared to corporate credit and share thoughts on global positioning and cash flow impacts.