Muni investors missing those summer winds?
Fixed Income TEAMTALK
by abrdn
6M ago
abrdn’s Paul Blane and guest Jonathan Mondillo cover all things municipal bond markets on the latest podcast episode; looking back on Q3 while looking ahead at certain sectors, duration positioning, and what higher-for-longer may actually mean.  abrdn’s Head of Fixed Income Jonathan Mondillo joins National Accounts Senior Director and host Paul Blane on the latest episode to discuss all things municipal bond markets, along with: Looking back at Q3 performance Providing expectations for performance in Q4 Offering insight on duration positioning and what’s ahead for 2024 If you would like ..read more
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Addressing Uncertainty: The Optimistic Zone
Fixed Income TEAMTALK
by abrdn
7M ago
Hard landing, soft landing - or even no landing at all? What do these possible economic scenarios mean for bond investors?  Fixed Income Explained Host Peter Marsland returns to tackle these conundrums in the latest episode of our regular podcast.  Listen in as Peter chats with fixed income colleagues Max Macmillan, George Westervelt and Kathy Collins about their views on likely economic outcomes and their thoughts on asset allocation.  Are bond investors in the optimistic zone? Find out now.  If you would like to subscribe to our Fixed Income Newsletter click here. If you ..read more
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Addressing Uncertainty: Episode 1
Fixed Income TEAMTALK
by abrdn
11M ago
Host Peter Marsland is back with the Fixed Income crew to address uncertainty in the market and how investors can navigate it. Discussing influencing factors in the macro environment and what fixed come offers that could tempt investors away from cash on the latest episode of the Fixed Income Explained podcast. Be sure to tune it.  If you would like to subscribe to our Fixed Income Newsletter click here. If you would like to listen to the previous episode of Fixed Income Explained Podcast click here ..read more
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Has inflation peaked?
Fixed Income TEAMTALK
by abrdn
1y ago
Far-reaching, persistent inflation continues to be the dominant economic theme across the globe.  In our latest Fixed Income TEAMTALK podcast, abrdn experts discuss the likely inflation trajectory. Have we reached the inflation summit yet, and where do we go from here?  Join Fixed Income Investment Specialist Peter Marsland, Head of Inflation Adam Skerry and Research Institute Senior Economist Sree Kochugovindan for an in-depth analysis of the inflation outlook.  If you would like to subscribe to our Fixed Income Newsletter click here. If you would like to listen to the previous ..read more
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Inflation: villain or hero?
Fixed Income TEAMTALK
by abrdn
2y ago
Inflation is back with a vengeance after years in hiding. Is it here to stay?   Should we fear it, or could it be a force for good?  And is it kryptonite for bond investors?   In episode 6 of our Fixed Income TEAMTALK podcast, Fixed Income Investment Specialist Peter Marsland and his fearless team of inflation watchers answer all these questions and more.  ..read more
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The Corridor of Uncertainty
Fixed Income TEAMTALK
by abrdn
2y ago
Climate change, Covid-19, supply chain issues and inflation are just a few of the problems facing the global economy today. No wonder policymakers and investors find themselves in a corridor of uncertainty.   In episode 5 of our Fixed Income TEAMTALK podcast, Amit Moudgil is joined by James Athey, Luke Hickmore and Siddharth Dahiya for a discussion about the choices facing central banks and the opportunities for fixed income investors.  Visit us for previous episode Don't forget to like and subscribe to our podcast on Spotify, Apple, Google Podcasts or wherever you listen to your fa ..read more
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The inflation dilemma
Fixed Income TEAMTALK
by abrdn
2y ago
abrdn Fixed Income Team Talk, Peter Marsland discusses  the outlook for inflation and what this means for investors. So what next for bond investors? Don't forget to like and subscribe to our podcast on Spotify, Apple, Google Podcasts or wherever you listen to your favorite podcasts.  ..read more
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Fixed Income TeamTALK: 2021 – Government bond sell-off: an opportunity or a concern?
Fixed Income TEAMTALK
by abrdn
2y ago
We consider the recent sell-off in government bond markets around the world, and whether investors should see this an opportunity or a concern. Don't forget to like and subscribe to our podcast on Spotify, Apple, Google Podcasts or wherever you listen to your favorite podcasts.  ..read more
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2020 – A year to forget or a year to learn from
Fixed Income TEAMTALK
by abrdn
2y ago
What lies ahead for fixed income markets in 2021? Listen to the abrdn Fixed Income Team discuss their views on the asset class and where the team sees opportunity. Don't forget to like and subscribe to our podcast on Spotify, Apple, Google Podcasts or wherever you listen to your favorite podcasts.  ..read more
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The Lockdown Edition
Fixed Income TEAMTALK
by abrdn
2y ago
In this lockdown edition of our Fixed Income TEAMTALK podcast, Amit Moudgil, Fixed Income Investment Specialist, is joined by Liam O’Donnell, Roger Webb, Steven Logan and Edwin Gutierrez. They discuss all things fixed income, from rates to investment grade credit, high yield to emerging market debt ..read more
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