Rates, Treasuries, credit, munis and the managers running bond portfolios for wealth clients. Selected by our editors.
85 videos and podcasts · new this week: 27
For wealth professionals working with taxable clients, the episode provides context on current municipal bond yield levels and the taxable-equivalent yields cited for top-bracket investors. It also frames the discussion around both opportunities and risks in the sector.
It is a practitioner-level discussion of how rates, inflation and credit selection are being framed inside a large fixed income manager, including where the speaker sees investors being paid for risk. Useful for advisors weighing duration, securitized exposure and private credit in client portfolios.
It addresses the role of bonds in portfolios at a time of rate volatility and inflation uncertainty, and connects that to earnings quality and upcoming economic data. Wealth professionals may find it useful for framing client conversations about fixed income and market conditions.
For wealth professionals working on bond allocations, the episode offers a manager’s framing of how a higher-yield environment shapes fixed income positioning. It also references specific WisdomTree fixed income funds used to express rate-related views.
For wealth professionals who use or evaluate fixed-income allocations, the episode offers a manager's framing of how flexibility and tradeoffs are discussed in a multi-sector context.
It is a short manager discussion of duration positioning at a moment of elevated long-term yields, framed around how zero-duration approaches might sit alongside longer-duration holdings in a bond portfolio.
For wealth professionals, the episode addresses fixed-income implementation and portfolio housekeeping questions clients often raise, including bond vehicle choice, account location and simplifying overly fragmented portfolios.
It offers a manager's perspective on how the rate environment is changing commercial real estate, a sector advisors may hold through funds or client portfolios. The discussion of office specifically addresses a segment that has drawn attention as rates have risen.
Wealth professionals may want to understand the gap between expected and delivered yield in fixed term bond funds, and how ETF competition may influence product design and investor outcomes.
For wealth professionals working with bond portfolios, the episode frames the global drivers behind higher yields rather than focusing on a single market. It offers a short briefing on cross-market rate moves and the factors the speakers identify as common to them.
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