Fixed Income Conversation Corner with Ken Shinoda (DoubleLine) & Leslie Falconio (UBS CIO)
UBS On-Air: Market Moves · Podcast owner
January 16, 202525m 46s
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Show Notes
Our first conversation of the year begins with thoughts around the recent rise in yields, along with where pockets of vulnerability and opportunity exist within fixed income as we enter 2025. Leslie and Ken also spend time sharing their overall outlooks, along with views when it comes to monetary policy, and positioning across the asset class. Featured is Ken Shinoda, Portfolio Manager for RMBS at DoubleLine Capital, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office. Host: Daniel Cassidy