Recent euro-dollar price action has validated structural euro-dollar bulls, with the case for diversification strategies beyond the dollar still holding as we look to 2H and 2027. Yet this view is increasingly at risk from an evolving cyclical narrative, with an outperforming US economy and the potential for a hawkish tilt from the Federal Reserve likely to ... Show More
Yesterday
EM Lens: Extracting the Complexity Premium in Emerging Markets
Emerging markets are becoming a strategic focus for creditors looking to extract the complexity premium embedded in local markets. Atanas Bostandjiev, chairman and founder of Gemcorp Capital Management, joins Damian Sassower, Bloomberg Intelligence’s chief EM fixed income strateg ... Show More
21m 44s
Aug 2024
Talking Heads – How to lock attractive interest rates for fixed periods
In this episode, CMO Pieter Oyens talks to Daniel Morris, Chief Market Strategist, about fixed maturity plans which allow investors to lock in interest rates for three, five or seven years, thus capturing a regular flow of coupon payments. The plans, which can take the form of a ... Show More
5m 23s
Oct 2025
CLOs Are Tough to Blow Up, Crescent Says
Collateralized loan obligations, particularly those backed by middle-market borrowers, are a growing opportunity for investors, according to Crescent Capital Group. “You have to work really hard to blow those structures up,” said John Fekete, the company’s head of tradeable credi ... Show More
44m 33s
Apr 2025
The Psychology of Trump, of You, and of Markets
<p>Today's Post - <a href="https://bahnsen.co/42qYsnP">https://bahnsen.co/42qYsnP</a></p>
<p>Navigating Severe Market Volatility: Insights from Dividend Cafe</p>
<p>In this episode of Dividend Cafe, the host delves into strategies for handling severe market volatility amidst four ... Show More
19m 8s
Apr 2024
A New Perspective for Credit Investors
Today’s credit markets offer investors an unprecedented range of risk and return opportunities, but also greater complexity that makes it challenging to allocate capital efficiently. In this special edition SIAG episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, t ... Show More
18m 29s
Jul 2025
Fed Policy, Bitcoin Surge, and the Real Estate Reset | Money Moves
In this week’s episode of Money Moves, Matty A. and Ryan Breedwell team up to unpack the most important headlines and market moves that real estate investors and wealth builders need to watch right now.They cover the Federal Reserve’s latest signals on interest rates, the ongoing ... Show More
50m 27s
<p>Get the inside scoop on the latest moves in financial markets with our deep dive into recent headlines. </p><p><br></p><ul><li>Make sense of what the US central bank said this week, how markets reacted and what might come next.</li></ul><p><br></p><ul><li>Apple shares jum ... Show More
