Opportunities, themes and market implications for Fixed Income. J.P. Morgan Asset Management’s Fixed Income Podcast Series draws on insights from our global network of investment professionals. We will be looking at the market cycle; where we see challenges; approaches to risk management and delving into some of the evolving aspects of the credit market.
Rates present opportunities across the risk spectrum
What’s going on in high yield and investment grade bonds? Our fixed income portfolio managers discuss inflation, rising rates, trade wars and how these will effect but also create exciting opportunities for credit across the spectrum. (35:29 min.)
Karen Ward, Lorenzo Napolitano, Thomas Hauser
Demystifying private credit
What macro environment is the perfect backdrop for private credit? Our investment professionals consider how the changes in the regulatory environment have affected the way we think about private credit and risk compensation. (40:47 min.)
Karen Ward, Leander Christofides, Perry Dziekanski
New Fixed Income episodes coming soon
Approaches to flexible credit - March 29
ESG in fixed income - April 12
The Center for Investment Excellence features an expanding set of podcast series across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios for your institution.