PIMCO and UBS CIO guests discuss the macro environment’s impact on fixed income in a podcast.
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Lotfi Karoui, Head of Multi-Asset Strategies at PIMCO, and Leslie Falconio, Head of Taxable Fixed Income Strategy for the Americas at UBS CIO, join the UBS On-Air Market Moves podcast to discuss the current macro environment and how high yields are impacting fixed income returns and allocation. Hosted by Daniel Cassidy, the conversation covers widening credit spreads, the impact of maturing U.S. corporate debt, AI-related bond supply, and other risk considerations.
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- UBS: UBS On-Air Market MovesA Fixed Income Conversation with PIMCO’s Lotfi Karoui and UBS CIO’s Leslie Falconio
PIMCO Head of Multi-Asset Strategy Lotfi Karoui and UBS CIO Head of Taxable Fixed Income Strategy for the Americas Leslie Falconio discuss the current macro environment and the impact of elevated yields on fixed income returns and allocations. The conversation covers widening credit spreads, the impact of maturing U.S. corporate debt, AI-related bond supply, and other risk considerations. The conversation is moderated by Daniel Cassidy.
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