cover of episode Fixed Income Conversation Corner with Ashok Bhatia (Neuberger Berman) and Leslie Falconio (UBS CIO)

Fixed Income Conversation Corner with Ashok Bhatia (Neuberger Berman) and Leslie Falconio (UBS CIO)

2024/7/8
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UBS On-Air: Market Moves

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Shownotes Transcript

On the mid-year outlook edition, we spend time reflecting on the drivers of fixed income performance over the first-half of the year, and outline expectations for the second-half, including for rates and monetary policy. We also spend time sharing views when it comes to positioning within fixed income. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office, and Ashok Bhatia, Co-Chief Investment Officer for Fixed Income with Neuberger Berman. Host: Daniel Cassidy