All the Credit, Ep. 46
A discussion on the end of the hiking cycle, the impact of fiscal deficits on long-term rates, and the interplay between rates, curve shape, and the economy.
After a challenging first half of the year for fixed income, we see reason for optimism ahead for a variety of sectors. PGIM Fixed Income Multi-Sector Portfolio Manager, Lindsay Rosner, CFA, and Senior Portfolio Manager, Mike Collins, CFA, examine the state of individual fixed income sectors and share their top active management, relative-value ideas. We’re talking “all the opportunities” in this episode of All the Credit®!
Recorded on August 2, 2022.