Episode 167
Konstantin Boehmer – Pockets of Value and Opportunities in Fixed Income Markets
November 30, 202325m 30s
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Show Notes
In this episode, join host Matthew Schnurr and his guest Konstantin Boehmer, SVP, Portfolio Manager and Co-Lead of Mackenzie’s Fixed Income team, for a review of fixed income markets this year. Konstantin discusses his expectations for the year and explains that while overall performance in fixed income markets were not outstanding, there were pockets of value to be found. Konstantin also highlights his three most highly convicted fixed income ideas as we approach 2024.
This episode was recorded on November 23, 2023.