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Take Five – Q&A with our CIO
Manage episode 346672433 series 3397823
Is now a good time to invest in the front-end of the yield curve? This five-minute Q&A with Merganser’s CIO, Andy Smock, discusses just that. Andy shares a few thoughts on the dramatic year thus far for fixed income markets, how relative value has shifted and a look forward over the next twelve months. He also provides some insight into the current macro backdrop and the Fed’s path for monetary policy in light of inflation and employment trends.
20 episoder
Manage episode 346672433 series 3397823
Is now a good time to invest in the front-end of the yield curve? This five-minute Q&A with Merganser’s CIO, Andy Smock, discusses just that. Andy shares a few thoughts on the dramatic year thus far for fixed income markets, how relative value has shifted and a look forward over the next twelve months. He also provides some insight into the current macro backdrop and the Fed’s path for monetary policy in light of inflation and employment trends.
20 episoder
Alle episoder
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1 Welcome Aboard – Meet Marcela Saavedra Gonzalez, Our Newest Team Member! 9:07
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1 Unpacking the 2023 Banking Crisis: Causes, Risks, and the Future Outlook 10:10
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1 Impacts of Chasing Yield with an Inverted Curve 6:45
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1 Multi-Family Real Estate Update and CMBS Performance Implications 15:01
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1 After an Empty First Half, Where Should Income Thirsty Investors Look? 14:41
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1 GSE’s Approach to ESG and Other Insights 11:07
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1 Portfolio Fitness Involves Minding Your ABS 11:43
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