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110: Allspring Global Investment's Jamie Newton – Is Now The Time to Add Duration?

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Manage episode 469560418 series 1770598
Content provided by Teik Tan and Investment Innovation Institute [i3]. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Teik Tan and Investment Innovation Institute [i3] or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In episode 110 of the [i3] Podcast, we speak with Jamie Newton, Head of Global Fixed Income Research and Deputy Head of Sustainability at Allspring Global Investments. We discuss why now is a good time to add duration to fixed income portfolios, concerns over the lack of experience with high default rates in private credit and opportunities in data centres and other digital assets. Enjoy the Show!

Overview of Podcast with Jamie Newton:

02:00 I was not going to spend 16 weeks looking through a microscope

04:00 I grew up in the go-go days of the internet

05:30 Is 2025 the year of Riding the Curve?

08:00 US Economy: ‘All in, we’re okay’

09:00 Will we ever see 19pc mortgage rates again? Highly unlikely

11:00 Recession: I think the risk has increased a little bit

12:30 Do leading indicators lag too much in today’s fast moving world?

13:30 We like ABS in general, especially in USD assets

15:00 FI opportunities in data centres and fiber assets

17:00 Concentration is not so much an issue, as there is a limit to upside in FI

20:00 Artificial intelligence and fixed income

21:30 Popularity of Private credit

22:30 Lack of experience with defaults is absolutely a concern

26:30 Green bonds

28:00 Thoughts on the Australian market

Follow the Investment Innovation Institute [i3] on Linkedin Subscribe to our Newsletter Explore our library of insights from leading institutional investors at [i3] Insights

  continue reading

116 episodes

Artwork
iconShare
 
Manage episode 469560418 series 1770598
Content provided by Teik Tan and Investment Innovation Institute [i3]. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Teik Tan and Investment Innovation Institute [i3] or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In episode 110 of the [i3] Podcast, we speak with Jamie Newton, Head of Global Fixed Income Research and Deputy Head of Sustainability at Allspring Global Investments. We discuss why now is a good time to add duration to fixed income portfolios, concerns over the lack of experience with high default rates in private credit and opportunities in data centres and other digital assets. Enjoy the Show!

Overview of Podcast with Jamie Newton:

02:00 I was not going to spend 16 weeks looking through a microscope

04:00 I grew up in the go-go days of the internet

05:30 Is 2025 the year of Riding the Curve?

08:00 US Economy: ‘All in, we’re okay’

09:00 Will we ever see 19pc mortgage rates again? Highly unlikely

11:00 Recession: I think the risk has increased a little bit

12:30 Do leading indicators lag too much in today’s fast moving world?

13:30 We like ABS in general, especially in USD assets

15:00 FI opportunities in data centres and fiber assets

17:00 Concentration is not so much an issue, as there is a limit to upside in FI

20:00 Artificial intelligence and fixed income

21:30 Popularity of Private credit

22:30 Lack of experience with defaults is absolutely a concern

26:30 Green bonds

28:00 Thoughts on the Australian market

Follow the Investment Innovation Institute [i3] on Linkedin Subscribe to our Newsletter Explore our library of insights from leading institutional investors at [i3] Insights

  continue reading

116 episodes

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