22:55

Macro Markets Podcast Episode 57: Post-FOMC Action Plan…and Other Macro Themes

07:38

Anne Walsh on the Next Big Risk

23:02

Macro Markets Podcast Episode 56: Bond Market Insights from a Fed Insider

03:21

What the Weak Jobs Report Means for Fed Policy

13:46

Higher Quality Fixed Income Is ‘the Place to Be’

22:11

Macro Markets Podcast Episode 55: Municipal Bonds for the Long Run…and a Bond-Friendly CPI Update

26:30

Macro Markets Podcast Episode 54: Make Room For High Yield

25:57

Macro Markets Podcast Episode 53: The Wide Opportunity Set in Bonds and Asymmetric Future Fed Policy

08:27

‘This Is a Good Time for Credit’

07:52

Two Factors Delaying the Downturn

24:55

Macro Markets Podcast Episode 52: Fixed-Income Investing for Insurance Companies (and Listener Mail)

25:57

Macro Markets Podcast Episode 51: What's Holding Up Inflation…And Other Macro Themes

24:00

Macro Markets Podcast Episode 50: Investing in Private Debt

36:14

Macro Markets Podcast Episode 49: Evaluating Investment-Grade Corporates (and Listener Mail)

15:58

“Markets Should Continue to Do Well”

09:17

“An Attractive Time to Be a Fixed-Income Investor”

47:30

Macro Markets Podcast Episode 48: Why We Like Structured Credit

31:38

Macro Markets Podcast Episode 47: Investing as the Fed Prepares to Start Rate Cuts

27:26

Macro Markets Podcast Episode 46: A Deeper Dive Into Our 11 Macro Themes for 2024

08:52

“Higher Credit Quality is a Very Solid Place to Be in 2024”

06:12

Fixed Income to Shine as the Fed Ponders Rate Cuts

05:14

Disinflation and a Slowing Economy in 2024

34:13

Macro Markets Podcast Episode 45: Macro and Market Outlook for 2024

05:17

Policy Conditions Are Tighter than they Appear

05:32

Positioning for the Fed Pivot

35:58

Macro Markets Podcast Episode 44: Corporate Credit Review and Preview

27:21

Macro Markets Podcast Episode 43: Post-FOMC/Jobs Report Update

01:07

What is your market outlook and portfolio strategy?

01:02

What is the case for fixed-income funds in a world with 5% CDs?

30:42

Macro Markets Podcast Episode 42: The Active Fixed-Income Playbook for Elevated Uncertainty

01:20

Why is China's economy struggling, and why should a U.S. investor care?

01:08

What is your firm's economic outlook?

24:56

Macro Markets Podcast Episode 41: Quarterly Macro Themes for Q3 2023

06:28

Attractive Bond Yields While Being Patient and Defensive

01:01

How widespread are the challenges to real estate?

01:14

Why has the office sector been struggling?

01:14

How important is commercial real estate to the economy?

01:08

Where are you seeing value in fixed income?

30:59

Macro Markets Podcast Episode 40: Real Estate and Its Possible Black Swan: The Office Sector

12:37

Credit is the Next Shoe to Drop

01:51

What are you seeing in yields and spreads?

01:49

Can the Fed stick the soft landing?

01:01

What is your take on the July FOMC decision?

30:34

Macro Markets Podcast Episode 39: Soft Landing Skepticism

55:30

Macro Markets Podcast Episode 38: Value and Nuance in CMBS

05:47

‘It’s a Good Time to Be Thoughtful About Risk’

30:53

Macro Markets Podcast Episode 37: Introducing Quarterly Macro Themes

01:10

Where are you seeing value in today's market?

01:03

What is the spread relationship between corporate credit and structured credit right now?

01:01

What advice do you have for women interested in a career in asset management?

01:23

What is your view on credit fundamentals in municipals?

12:31

Bond Investors Getting Paid for Patience

32:09

Macro Markets Podcast Episode 36: "It's a bond picker's market."

30:30

Macro Markets Podcast Episode 35: A Deep Dive into Municipal Bonds

32:26

Macro Markets Podcast Episode 34: Risk/Reward in High Yield/Bank Loans

14:53

Macro Markets Podcast Episode 33: Fixed-Income Opportunity Now and Down the Road

05:48

“Right Now, the Fixed-Income Story is a Good One”

34:46

Macro Markets Podcast Episode 23: A CIO’s View of the Bond Market

42:37

Macro Markets Podcast #24: Yields & Spreads: Are We Getting Paid for Taking Risk in Today’s Market?

34:55

Macro Markets Podcast Episode 21: Measuring Sustainable Infrastructure