Basis Points

Basis Points

By Basis Points by WisdomTree Asset ManagementBusiness
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Basis Points episodes

  • Up on the Tightrope: Powell’s ‘Balancing’ Act
    Chairman Powell is scheduled to take center stage at the annual Jackson Hole conference. The focus will be on what, if any, adjustments can be expected with respect to inflation targets and the Fed’s balance sheet. Kevin Flanagan discusses the possible outcomes on this week’s podcast.
    5 min
  • Heading in the Right Direction
    As we continue to be bombarded with headlines and news stories on a 24-7 basis, sometimes it is difficult to know what to focus on in terms of economic numbers. On this week’s podcast, Kevin Flanagan discusses which reports investors should look to as economic indicators in the current investment landscape.
    6 min
  • Cratering: A Q2 GDP Experience
    When the pandemic began to shut down global economies earlier this year, there were dire forecasts for what it would mean for economic activity. Unfortunately, the prognostications proved to be accurate, and Q2 produced record-breaking contractions in GDP in both the U.S. and eurozone. On this week’s podcast, Kevin Flanagan attempts to answer the natural question: What comes next?
    5 min
  • Fed Watch: Gonna Take Two Weeks; Gonna Have a Fine Vacation
    The Federal Reserve’s current easing cycle began exactly a year ago. One year later, there is a zero interest rate policy with a revamped quantitative easing policy to ward off another potential financial crisis. On this week’s podcast, Kevin Flanagan explains why, against this backdrop, it should come as no surprise the Fed decided to take a bit of a summer vacation at this July FOMC gathering.
    6 min
  • It’s “Funding”mental
    The focus of money and bond markets has been on the 3-month LIBOR–OIS spread. On this week's podcast, Kevin Flanagan discusses the latest moves in the fixed income space and why we may not be out of the woods yet.
    6 min
  • Silver Linings
    The economy is two for two in terms of a better-than-expected U.S. jobs reports. Just like last month, the June numbers exceeded expectations. Kevin Flanagan discusses.
    5 min
  • U.S. Treasuries Watch: Thinking Globally
    When following rate trends here in the U.S., it’s easy to focus only on domestic factors. On this week’s podcast, Kevin Flanagan discusses some interesting developments overseas that have been largely ignored in market commentary, encouraging investors to start thinking globally.
    5 min
  • Leaving a TIP
    While an interest rate-hedging angle for bond portfolio is not top of mind for investors right now, maybe it should be. On this week’s podcast, Kevin Flanagan explains why the time to consider rate protection is when rates are low.
    5 min
  • High Hopes
    As investors sort through the aftermath of the recent bond market turmoil, there have been questions around potential value and income opportunities in the fixed income space. On this week’s podcast, Kevin Flanagan explains why he has high hopes for the U.S. high-yield corporate bond sector.
    5 min

About Basis Points

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As part of WisdomTree’s Investment Strategy group, Kevin serves as Head of Fixed Income Strategy. In this role, he contributes to the asset allocation team, writes fixed income-related content and travels with the sales team, conducting client-facing meetings and providing expertise on WisdomTree’s existing and future bond ETFs. In addition, Kevin works closely with the fixed income team. Prior to joining WisdomTree, Kevin spent 30 years at Morgan Stanley, where he was most recently a Managing Director. He was responsible for tactical and strategic recommendations and created asset allocation models for fixed income securities. He was a contributor to the Morgan Stanley Wealth Management Global Investment Committee, primary author of Morgan Stanley Wealth Management’s monthly and weekly fixed income publications, and collaborated with the firm’s Research and Consulting Group Divisions to build ETF and fund manager asset allocation models. Kevin has an MBA from Pace University’s Lubin Graduate School of Business, and a B.S in Finance from Fairfield University.