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Navigating Tides: Taking Advantage of Opportunities in Fixed Income

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Manage episode 375655352 series 3489092
Content provided by [email protected] and WE Family Offices. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by [email protected] and WE Family Offices 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 a recent installment of The Wealth Enterprise Briefing, we explored the new window of opportunity that has opened within fixed income. Now, for this special podcast episode, WE Family Offices' managing partner, Michael Zeuner, and director of macro strategy, Sam Sudame, CFA, CAIA, CFP, return to delve even deeper into the promising areas within the sector to offer actionable steps for family offices to take within the fixed income investment realm.

Some of the specific topics addressed during this episode include:

  • The areas in the fixed income market that are most attractive for further allocations
  • Current sources of credit risks within the sector of which investors should be cautious
  • The reasoning behind the current fixed income market
  • An overview of core fixed income and how it differs from treasury bills
  • The “four arrows” that investors should utilize together to meet their fixed income targets
  • The concept of duration, what it represents and how investors should utilize it within portfolios

If you have any questions about the current state of the fixed income market or how to take advantage of the opportunities within the sector, please do not hesitate to contact us.

  continue reading

59 episodes

Artwork
iconShare
 
Manage episode 375655352 series 3489092
Content provided by [email protected] and WE Family Offices. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by [email protected] and WE Family Offices 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 a recent installment of The Wealth Enterprise Briefing, we explored the new window of opportunity that has opened within fixed income. Now, for this special podcast episode, WE Family Offices' managing partner, Michael Zeuner, and director of macro strategy, Sam Sudame, CFA, CAIA, CFP, return to delve even deeper into the promising areas within the sector to offer actionable steps for family offices to take within the fixed income investment realm.

Some of the specific topics addressed during this episode include:

  • The areas in the fixed income market that are most attractive for further allocations
  • Current sources of credit risks within the sector of which investors should be cautious
  • The reasoning behind the current fixed income market
  • An overview of core fixed income and how it differs from treasury bills
  • The “four arrows” that investors should utilize together to meet their fixed income targets
  • The concept of duration, what it represents and how investors should utilize it within portfolios

If you have any questions about the current state of the fixed income market or how to take advantage of the opportunities within the sector, please do not hesitate to contact us.

  continue reading

59 episodes

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