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Episodes
Thursday Dec 12, 2024
Thursday Dec 12, 2024
Today, we are joined by institutional portfolio manager Beau Coash to discuss fixed income markets. With host Pamela Ritchie, Beau shares an outlook for treasuries, high yield and leveraged loan markets, and global investment opportunities. Beau explores the current environment for convertible bonds, particularly how they offer exposure to the evolving crypto space. Additionally, he touches on challenges faced by the mortgage sector, with a focus on agency mortgages that capitalize on underweighted market trends. With a focus on navigating risk and uncovering value, this podcast offers a comprehensive view of today's bond market.
Recorded on December 5th, 2024.
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