EPISODE · Sep 18, 2024 · 11 MIN
Fixed Income: Looking more broadly for the opportunity set | Walter Kress, EY
In episode 8 of FTSE Russell Convenes, Walter Kress, Chief Investment Officer of Ernst & Young, LLP discusses the ‘large playground’ of fixed income and how individual components of the fixed income market are significantly different to two years ago. He explains how the inflation environment is playing through to pension plans, the additional fixed income opportunity set beyond a core vanilla holding and the very different role of fixed income in portfolios today.
What this episode covers
In episode 8 of FTSE Russell Convenes, Walter Kress, Chief Investment Officer of Ernst & Young, LLP discusses the ‘large playground’ of fixed income and how individual components of the fixed income market are significantly different to two years ago. He explains how the inflation environment is playing through to pension plans, the additional fixed income opportunity set beyond a core vanilla holding and the very different role of fixed income in portfolios today.
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Fixed Income: Looking more broadly for the opportunity set | Walter Kress, EY
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