The economic implications of generative AI
The economic implications of generative AI
Watch the video recording of this podcast on our YouTube channel. Artificial intelligence (AI) technologies, particularl... Read more
4 Aug 2023
•
25mins
The bond’s eye view
The bond’s eye view
As we conclude this season, which we entitled a Bond’s Eye View of the world, a lot of core arguments for adding fixed i... Read more
8 Jun 2023
•
14mins
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Finding income for global investment portfolios
Finding income for global investment portfolios
In today's episode, Dr. David Kelly is joined by Phil Camporeale, portfolio manager in our Multi-Asset Solutions group a... Read more
25 May 2023
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The muni landscape heading into a downturn
The muni landscape heading into a downturn
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Credit vs. Duration, where should you spend your risk budget?
Credit vs. Duration, where should you spend your risk budget?
So far this year, investors have had to contend with the implications of a regional banking crisis, a still-hawkish Fed,... Read more
27 Apr 2023
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Navigating the opportunities in global bonds
Navigating the opportunities in global bonds
So far this season, we've talked about the bond market from a number of different angles and in this episode we look at ... Read more
13 Apr 2023
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The regional bank crisis and its implications for bonds
The regional bank crisis and its implications for bonds
Plenty has happened over the last few weeks—Silicon Valley Bank collapsed, Credit Suisse was taken over by UBS, and seve... Read more
30 Mar 2023
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25mins
Finding direction in fixed income
Finding direction in fixed income
This episode dives into positioning within fixed income. Dr. David Kelly is joined by Bill Eigen, portfolio manager for ... Read more
3 Mar 2023
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Are bonds really back and for how long?
Are bonds really back and for how long?
This episode kicks off our sixth season of Insights Now, entitled a “A Bond's Eye View", and we've decided to center thi... Read more
16 Feb 2023
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Will 2023 be a year of slow growth, but better markets?
Will 2023 be a year of slow growth, but better markets?
As we plan for our next season, please provide your thoughts and any suggestions on our podcast. You can reach out to ou... Read more
19 Dec 2022
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20mins
