Michael Zezas: An Optimistic Look at Bonds

Heather Berger of the U.S. Economics Team hosts Wealth Management Senior Economist and Strategist Sarah Wolfe to discuss what it takes to define the middle class in America today. They break down how factors like rising essential costs and the development of AI are reshaping cons ...  Show more

Our Global Head of Fixed Income Research Andrew Sheets discusses when markets may not adequately compensate investors for uncertainty around themes like Fed policy, AI financing and energy supply.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome ...  Show more

Rates have shot higher since the Fed’s first cut. What’s driving the bond market now, and where are the opportunities for investors? Lindsay Rosner, head of multi-sector investing in Goldman Sachs Asset Management, discusses with Chris Hussey.  Learn more about your ad choices. V ...  Show more

After a turbulent couple of months with significant spread widening and subsequent tightening, corporate bonds may remain under threat through year-end. In this episode of Inside Active, Bloomberg Intelligence’s mutual fund and active management analyst David Cohne and corporate ...  Show more

DB:Feb 9, 2021. Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision senior editor Ash Bennington to discuss the oil market rally, signals of incoming inflation and the central bank response to it, and the drop in junk bond yields. Boockvar observes how oil is the la ...  Show more

After a year of higher interest rates and rising recession risks, what should bond investors focus on in 2023?