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PODCAST

FICC Focus

Bloomberg Intelligence

FICC Focus offers the latest market views on interest rates, corporate bonds, emerging market debt, commodities, and currencies by Bloomberg Intelligence analysts.

business investing

All Episodes

50:56

The Intersection of AI and Muniland: Masters of the...

FICC Focus ·

2024/11/20

Artificial intelligence is reshaping the world of municipal bonds, with predictive analytics, data-driven decision-making and automated portfolio management just some of the ways the technology is transforming public finance. In this episode of Bloomberg Intelligence’s Masters of the Muniverse podcast, hosts Eric Kazatsky and Karen Altamirano take a break from discussing the nuts and bolts of asset management and instead focus on the bits and bytes of how technology is applied to the municipal

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91:33

Beach Point’s Sauer on LMEs, Coops: State of...

FICC Focus ·

2024/11/14

Lenders must be “hyper-vigilant” at the whiff of a liability management exercise (LME), as cooperation agreements forged in response by the largest lenders often shut off membership once critical majorities are reached, according to Beach Point Capital’s senior vice president Jordan Sauer. Jordan shared with Bloomberg Intelligence’s Noel Hebert and Phil Brendel how his initial legal work at Wachtell Lipton with lender documentation served him well in identifying credit-agreement vulnerabilities and

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55:52

US vs. EU Credit Gaps On Election and Rate Cuts:...

FICC Focus ·

2024/11/12

With the US election having a clear result and credit markets enjoying a strong run this year, charting the course forward is a challenge. Will a Trump regime slow down Fed cuts and will the ECB continue on its previous easing course, and what will this mean for credit? Will stubborn US yields cause more divergence in credit until 1H25? In this episode of our Credit Crunch podcast, host Mahesh Bhimalingam, chief European credit strategist at Bloomberg Intelligence and James Turner, Co-Head of EMEA

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37:37

Deficits, Regulations, and Taxes with Nathan...

FICC Focus ·

2024/11/11

As expected, the Federal Reserve cut 25 bps in this election week, not a surprise, but Jerome Powell wasn’t as hawkish as might have been expected. Bloomberg Intelligence Chief US Interest-Rate Strategist Ira Jersey is joined by Senior Government Analyst Nathan Dean to discuss the implications of the recent election cycle for the US economy and Treasury markets. They discuss the current state of executive policy uncertainty, and potential outcomes of various campaign promises, though Dean doesn’t

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19:13

Enjoy Dollar Bull US Narrative, With No Complacency:...

FICC Focus ·

2024/11/09

The cyclically-driven bullish dollar narrative got another boost last week, with President-elect Donald Trump's expected pro-growth stance implying a policy mix weighted more to fiscal stimulus and less to monetary steps, which would help the dollar. It's also better positioned if Trump pursues tariffs. Host Audrey Childe-Freeman, Bloomberg Intelligence's Chief G-10 FX Strategist, talks to Dr Anna Wong, Bloomberg Economics Chief US Economist, about how the economy, the Fed rate outlook and the

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34:11

Unpacking Growth and Inflation Projections With the...

FICC Focus ·

2024/11/01

Geopolitical risk remains elevated, yet financial stability doesn’t appear to be a cause for concern as market practitioners turn their attention to year-end. Dr. Jason Wu, IMF assistant director of Monetary & Capital Markets, and Dr. Fabio Natalucci, CEO of the Andersen Institute for Finance & Economics, join Damian Sassower, EM Lens podcast host and Bloomberg Intelligence chief emerging market fixed income strategist, to discuss the growth and inflation outlook for both advanced economies and

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29:01

UBS’ Sabatino on Fed Liquidity and SEC Regulation:...

FICC Focus ·

2024/10/31

Cash is not on the sidelines. An investment in a money market fund is an actual investment, says Robert Sabatino, head of Global Liquidity Portfolio Management at UBS Asset Management. Sabatino is joined by host and Bloomberg Intelligence’s chief US rate strategist Ira Jersey and senior US and Canada rate strategy associate Will Hoffman to discuss all things money markets. The trio examine shifts in the relationship between the Federal Reserve’s facilities and the money-fund industry, as well as how

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43:29

Using Technology to Go Odd-Lot Hunting: Masters of...

FICC Focus ·

2024/10/29

Investors have poured $13 billion into high-yield municipal bond funds in recent weeks, a move that underscores the need for credit analysis and active investing, says Alex Petrone, managing director and head of fixed income at Rockefeller Asset Management. In this episode of Bloomberg Intelligence’s Masters of the Muniverse podcast, hosts Eric Kazatsky and Karen Altamirano talk with Petrone about using technology to assist in credit research in the highly fragmented muni market, how quickly fixed

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1:45

Listen Now: Inside Active by Bloomberg Intelligence

FICC Focus ·

2024/10/27

Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and glean insights from active managers and those who cover the industry. Listen to Inside Active by Bloomberg Intelligence.

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57:59

400 Capital’s Hentemann on Securitization Market:...

FICC Focus ·

2024/10/25

By engaging across multiple sectors of the structured product markets, 400 Capital Management has the flexibility to independently deal with the unique cycles and phases of the various asset classes. Founder and Managing Partner Chris Hentemann joins Noel Hebert and Sam Geier of Bloomberg Intelligence on this episode of Credit Crunch to talk through the process of navigating through those cycles. The conversation touches upon asset class allocations, the risk-transfer market, joint venture benefits,

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16:45

Barings’ Ockerbloom Sees Opportunity in Real Estate:...

FICC Focus ·

2024/10/23

Real Estate remains highly localized, a feature which contributes to its noncorrelated and rate-sensitive nature, says Barings Head of US & European Real Estate John Ockerbloom. He joins Damian Sassower, Bloomberg Intelligence’s fixed income strategist, to discuss opportunities and risks facing real estate markets across the globe in this episode of BI’s FICC Focus podcast. Ockerbloom identifies opportunities in data centers, self-storage, health care and multiuse real estate. They also talk about

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41:09

Antares’ Mathew on Direct Lending’s Advantages:...

FICC Focus ·

2024/10/21

With plenty of private equity dry powder and a growing supply-demand imbalance, direct lending is well positioned to grow, according to Antares Capital Director of Asset Management, Vivek Mathew. Vivek joins Bloomberg Intelligence’s Noel Hebert and Sam Geier on another special edition of Credit Crunch, recorded at the Greenwich Economic Forum. They discuss the benefits of being under the wing of the Canada Pension Plan Investment Board, the refinancing cycle, Antares’ co-investment approach,

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48:30

Active Muni ETFs Are a Brave New World: Masters of...

FICC Focus ·

2024/10/18

The record growth in municipal bond ETFs, and more specifically actively managed muni ETFs, has led to more innovative alternative strategies. In this episode of Bloomberg Intelligence’s Masters of the Muniverse podcast, hosts Eric Kazatsky and Karen Altamirano are joined by Harley Bassman, managing partner at Simplify Asset Management. They discuss Simplify’s ETF strategies and how option selling can improve a portfolio’s risk-adjusted returns.

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27:17

Abrdn’s McCann on Fed Narratives and Fiscal Risks:...

FICC Focus ·

2024/10/17

It does look like the Fed is nailing this soft landing, so we’re feeling quite positive around where we’re going, says James McCann, Deputy Chief Economist at Abrdn. McCann joins host and senior US and Canada rates strategy associate Will Hoffman to unpack rapidly shifting economic narratives. The pair discuss changes in the the medium-term economic outlook, as well as recent developments regarding the state of labor markets and inflation. They also dive into the implications of strikes and

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34:08

Polen Capital on Its Multiasset Solutions Outlook:...

FICC Focus ·

2024/10/16

Polen Capital, with deep roots in the world of growth equity investing, has expanded into the opportunistic high yield bond market, leveraging its acquisition of DDJ Capital in 2021. Polen CEO, Stan Moss, and Head of Credit, Dave Breazzano, join Noel Hebert and Sam Geier on this special edition of Credit Crunch, live from the Greenwich Economic Forum. The conversation dives into the firm’s focus on growth, the benefits of a flexible high yield investment approach, leadership through uncertain times,

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43:25

High Yield 4Q Investor Survey, Europe vs. US View:...

FICC Focus ·

2024/10/15

High yield credit had a strong year (to date), as yields rallied and spreads followed, while defaults didn't blow up as feared. In Europe, the index default rate stands at 2.7% and the US at 1.2% but the share of stressed and distressed bonds has come down. Will 4Q sustain those gains, and why? Listen to Mahesh Bhimalingam, Bloomberg Intelligence's Chief European Credit Strategist, discuss the results of the 4Q High Yield Survey, along with market outlook, with Peter Khan, Global High Yield

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13:37

Mercer’s Nuzum: Lean Into Emerging and Frontier...

FICC Focus ·

2024/10/14

Globalization has slowed, yet access to local markets is improving, and the EM asset class remains underrepresented in most global portfolios. In this episode of the EM Lens podcast, Rich Nuzum, executive director and global chief investment strategist at Mercer, joins Damian Sassower, Bloomberg Intelligence chief emerging market fixed-income strategist, to discuss the Mercer’s affinity for emerging market assets and their role within large institutional portfolios. Globalization has slowed, yet

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18:17

Nouriel Roubini on Policy Stimulus, Stagflation &...

FICC Focus ·

2024/10/11

Despite the recent spike in volatility, investor sentiment is broadly positive, yet tail risks are emanating as we push into year-end. Dr. Nouriel Roubini, Chairman & CEO of Roubini Macro Associates, joins BI Chief Emerging Market Fixed Income StrategistDamian Sassower, to discuss policy stimulus, growth potential and inflationary price pressures across the globe. Roubini and Sassower touch on issues ranging from diminished US exceptionalism and extreme China pessimism to elevated Mideast tension

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60:50

Bloomberg Volatility Forum NYC 2024: All Options...

FICC Focus ·

2024/10/10

This edition of All Options Considered is the recording of part of the Bloomberg Volatility Forum 2024 held in NYC on October 1st. It starts with the opening speech by BI’s chief global derivatives strategist Tanvir Sandhu on macro and volatility across markets, followed by the discussion from the first panel on the options market by Pierre De Saab, partner at Dominice, Nancy Davis, founder of Quadratic Capital Management, and Deniz Cicek, Portfolio Manager at Axonic Capital. The panel is hosted by

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58:08

BlackRock’s Lynam Constructive on Credit Outlook:...

FICC Focus ·

2024/10/07

Private credit markets have seen tremendous growth over the past decade, establishing themselves as viable sources of funding for companies across the rating spectrum. That growth may not slow down anytime soon, according to Amanda Lynam, head of Macro Credit Research at BlackRock. Lynam joins Noel Hebert and Sam Geier of Bloomberg Intelligence on this episode of Credit Crunch to walk through trends in the corporate-credit space. The discussion hits on how corporate credit spreads could tighten, the

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478 results

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