Asset TV: Fixed Income Investing Masterclass featuring Tom Carney
Weitz director of fixed income research and portfolio manager Tom Carney, CFA, joins an esteemed panel of bond market experts for an Asset TV Masterclass on fixed income investing. The wide-ranging discussion touches on timely topics including inflationary concerns, Fed policy, bond market opportunities, and more.
Tom breaks down specific data elements we're tracking regarding inflation, the role of active management in the current market environment, and how our investment process enables us to hedge against potential risks like rising rates. Tom also shares insights into where we're finding attractive opportunities today, particularly in the corporate CLO space.
The Masterclass includes some great observations from Ed Al-Hussainy, CFA, with Columbia Threadneedle and Julien Scholnick, CFA, with Western Asset, helping frame the current state of the bond market with additional perspective.
Video Insights / 05.11.2021
Tom Carney, CFA, and Nolan Anderson explain why corporate CLOs are proving to be attractive options for their bond portfolios. The two share their view on the interest rate landscape, inflation, and bond market expectations going forward.
Market Perspectives / 06.22.2021
In fixed income investing, flexibility and a willingness to be different matter now more than ever. Check out our recent feature in Citywire for an insightful Q&A with Weitz fixed income PMs Tom Carney and Nolan Anderson on how we're finding opportunities outside of broad indexes, thoughts on inflation, and bond market expectations going forward.
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