NewEdge Wealth’s Ben Emons on Global Fixed Income: Macro Matters

An episode of the FICC Focus podcast, hosted by Bloomberg Intelligence, titled "NewEdge Wealth’s Ben Emons on Global Fixed Income: Macro Matters" was published on April 20, 2023 and runs 25 minutes.

April 20, 2023 ·25m · FICC Focus

Summary

Bank debt may be an attractive asset class, NewEdge Wealth’s portfolio manager and head of fixed income Ben Emons tells Bloomberg Intelligence Chief US Interest Rate Strategist and host Ira Jersey on this Macro Matters edition of the FICC Focus podcast. Emons discusses his views on future central-bank policy action in the US, Europe and emerging markets. He also reviews how the yield curve could react, highlighting that EM was early in tightening monetary policy. Jersey asks Emons about the challenges of investing in private credit and how loan markets are being altered by the transition to SOFR away from Libor. In the Interest Rate Intro segment, US Rate Strategy Associate Will Hoffman asks Jersey what could happen after the debt ceiling raised, and how the Treasury Department may refill government coffers.

Episode Description