Rates, Treasuries, credit, munis and the managers running bond portfolios for wealth clients. Selected by our editors.
85 videos and podcasts · new this week: 28
This is a concise weekly market recap for advisors who want a manager's rundown of cross-asset moves and the macro data flow into a Fed meeting. It highlights the PMI inflation detail and the market's no-hike expectation as context for client conversations.
The video gives wealth professionals a manager’s weekly read on equity breadth, bond-market behavior and inflation data for client conversations. It is context on market conditions, not a recommendation.
For wealth professionals weighing fixed income allocations, the segment offers a manager’s framing of recent rate moves, credit quality and emerging markets local debt as portfolio roles.
For wealth professionals focused on fixed income, the item offers a manager’s read on Fed credibility, curve positioning and credit duration after an inflation surprise. It also connects rates and financing conditions to the AI buildout, a theme that can affect long-dated bond exposure.
It gives wealth professionals a concise weekly read on equity breadth, bond yields, commodities and Fed expectations. The segment also highlights macro data and energy supply risks that can affect portfolio positioning discussions.
It is a fixed income manager's read on duration risk and where yields now sit along the curve, framed against 2022 as a comparison point. It also flags specific credit divergences the manager says he is watching, which advisors holding bond exposure may want to hear described.
The video gives a cross-asset recap of September and a run through recent macro prints, which can help wealth professionals frame client conversations about rates, credit and equity sector performance.
New manager videos, podcasts and our own bonds & fixed income stories on My Desk and in your morning edition.
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