Insights Now

What bonds fixed income research strategies?


Listen Later

Watch the video version on YouTube.

 

Research analysts play a pivotal role in fixed income markets, where active management is crucial due to the vast array of issuers and securities. The fixed income industry encompasses a diverse range of bond sectors, including rates, emerging market debt, municipals, high yield and securitized debt, each offering a unique set of complexities and opportunities for investors to explore. As economic policies evolve, fixed income research analysts navigate heightened volatility, especially in interest rates and credit spreads. Their insights underscore the importance of strategic analysis and investment in quality issuers and assets to effectively address these challenges.

 

In this episode, Gabriela Santos, Chief Market Strategist for the Americas, is joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management. Together, they share expert perspectives on the evolving fixed income landscape and reflect on insights gathered from fixed income research analysts.

 

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify 

...more
View all episodesView all episodes
Download on the App Store

Insights NowBy Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

91 ratings


More shows like Insights Now

View all
Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,183 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

192 Listeners

Exchanges by Goldman Sachs

Exchanges

980 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

274 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

279 Listeners

The Bid by BlackRock

The Bid

253 Listeners

UBS On-Air: Market Moves by Client Strategy Office

UBS On-Air: Market Moves

176 Listeners

Making Sense by J.P. Morgan

Making Sense

61 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,282 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

76 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,543 Listeners

Barron's Live by Barron's Live

Barron's Live

198 Listeners

Global Data Pod by J.P. Morgan Global Research

Global Data Pod

25 Listeners

The View From Apollo by Torsten Slok

The View From Apollo

24 Listeners

The Markets by Goldman Sachs

The Markets

69 Listeners