Рет қаралды 704
Head of Public Assets, Martin Horne, discusses the factors shaping the outlook for fixed income markets in 2024 including interest rates, corporate fundamentals and valuations.
Episode Segments:
02:20 - How the macro backdrop is shaping the outlook for fixed income
04:12 - Are markets too aggressive in pricing in rate cuts?
05:45 - Corporate fundamentals and the potential for higher defaults
09:15 - What history may tell us about fixed income's future path
13:04 - The challenge of timing allocation shifts into fixed income
18:19 - Finding relative value among high yield, IG, EM Debt, CLOs & more
23:47 - Blurring lines between public and private credit
28:33 - The biggest risks for fixed income markets
32:04 - The opportunity cost of waiting
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