ABOUT THIS EPISODE
A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.
Join Adam Hetts as he speaks with Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income, about whether there is substance to the reflation trade.
English
United States
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OTHER EPISODES IN THIS PODCAST
Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income, join Adam Hetts, Global Head of Portfolio Construction and Strategy, to discuss all things corporate bonds. Topics include philosophy, making the right calls in the crisis, the chances of an aggressive recovery, the prospects…
Join Adam Hetts as he speaks to Jim Cielinski, Global Head of Fixed Income, about the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.
Key takeaways
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Adam Hetts talks to Seth Meyer and Tom Ross, portfolio managers on the high yield bond strategies, about how with credit spreads gradually tightening, returns will become less about market direction (beta) and more about identifying individual opportunities (alpha).
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