Episode 43: Tuesday 3rd October 2023
What’s driving higher bond yields?
September was a tough month for the fixed-rate bond market, but on the flip side, credit spreads narrowed. In this month’s episode of The Rate Debate, Darren is joined by senior credit portfolio manager Phil Strano to give their insights and discuss the impact of a default cycle as quantitative easing ends, and monetary policy starts to normalise.
September was a tough month for the fixed-rate bond market, but on the flip side, credit yields surged higher. In this month’s episode of The Rate Debate, I am joined by senior credit portfolio manager Phil Strano to give our insights and discuss the impact of a default cycle as quantitative easing ends, and monetary policy starts to normalise.
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