Parhaat Bond Market Podcastit (2024)

1
Unpacking the 2023 Banking Crisis: Causes, Risks, and the Future Outlook 10:10

5M ago10:10

10:10

The 2023 banking crisis brought to light significant vulnerabilities within the financial system, exemplified by the collapse of Silicon Valley Bank (SVB) and other financial institutions. To understand the underlying causes and potential ramifications, Alli Morse, Principal & Relationship Manager, conducted an insightful interview with Corporate C…

1
All Things Treasury 12:21

9M ago12:21

12:21

Explore the dynamic world of Treasury Markets with our latest podcast episode. Tune in as Mike Cloutier, Chief Marketing Officer at Merganser Capital engages in an insightful conversation with Todd Copenhaver, Deputy Chief Investment Officer, and Saloni Daga, Credit Analyst. Together, they delve deeper into the historic highs of US Government Debt,…

1
Take Five – Market Recap with our CIO 7:07

1y ago7:07

7:07

Need a brief review of the fixed income markets as we head into year-end? This five-minute Q&A with Merganser’s CIO, Andy Smock, covers it all, including the path of interest rates, spread moves year-to-date, issuance patterns, our views across investment grade sectors, and our outlook for the macro environment.…

1
Impacts of Chasing Yield with an Inverted Curve 6:45

1+ y ago6:45

6:45

In fixed income, it is generally understood that bondholders are paid more to lend for longer, but with an inverted yield curve, this theory is being put to the test. How then, should investors position their short-term reserves in the current environment? Pile into money market funds which are currently outyielding short duration bond funds? Based…

1
Debt Ceiling Talks, Again 11:37

2y ago11:37

11:37

It has been an eventful start to 2023, and among many topics, the Debt Ceiling is once again in the spotlight. Hear from host Mike Cloutier, Merganser’s Chief Marketing Officer, as he interviews Andy Smock, Merganser’s Chief Investment Officer, to discuss one of the key risks facing fixed income investors in 2023 – the US Treasury Debt Limit. Toget…

1
Multi-Family Real Estate Update and CMBS Performance Implications 15:01

2y ago15:01

15:01

In this episode, David Fishman, Merganser Deputy CIO and CMBS analyst, interviews Eric Draeger, CIO of Berkshire Residential Investments (“Berkshire”) on the state of the multi-family residential real estate market. Among other topics, they discuss multifamily housing fundamentals, rising rates and the health of the US consumer, as we brace for a p…

1
Take Five – Q&A with our CIO 4:23

2y ago4:23

4:23

Is now a good time to invest in the front-end of the yield curve? This five-minute Q&A with Merganser’s CIO, Andy Smock, discusses just that. Andy shares a few thoughts on the dramatic year thus far for fixed income markets, how relative value has shifted and a look forward over the next twelve months. He also provides some insight into the current…

1
After an Empty First Half, Where Should Income Thirsty Investors Look? 14:41

2+ y ago14:41

14:41

In this episode, Andy Smock, CIO and Todd Copenhaver, Deputy CIO break down the rapid repricing of fixed income assets year to date. They discuss recent inflation data, potential next steps from the Fed and how higher yields on the front-end of the curve have shifted the value proposition.Kirjoittanut Merganser Capital Management

1
Any TIPS on a Good Inflation Hedge? 10:16

2+ y ago10:16

10:16

U.S. inflation is at its highest level in four decades and making investors nervous. In episode #11, we discuss the mechanics of a commonly known inflation hedge, Treasury Inflation-Protected Securities, or TIPS, and analyze how these fixed income instruments perform in inflationary environments relative to alternative hedges.…

1
Inflation is Here... To Stay? 14:25

3+ y ago14:25

14:25

In this episode, Merganser’s CIO, Andy Smock, reviews the impact of inflation on fixed income portfolios. He unpacks possible reasons for what’s driving recent price increases, and why interest rates are moving in the opposite direction. We end by discussing how the team at Merganser is shifting portfolios to insulate against these possible risks.…

1
GSE’s Approach to ESG and Other Insights 11:07

3+ y ago11:07

11:07

In this episode, Portfolio Manager and Chief ESG officer, Jennifer Wynn, discusses Merganser’s ESG initiatives broadly at the firm and within the investment process. Deputy CIO and Portfolio Manager, Dave Fishman, explains the state of structured products as it relates to recent issuance patterns across sub-sectors.…

1
You Can Bank on It 10:21

4y ago10:21

10:21

We are now over a year into the pandemic. Are banks well positioned? In episode 8, we compare The Great Lockdown versus The Great Financial Crisis of 2008 from a banking perspective.Kirjoittanut Merganser Capital Management

1
A Fresh Look at the Numbers 13:42

4y ago13:42

13:42

Risk assets continue to notch gains courtesy of investors’ optimism that COVID-19 vaccines will be an accelerant to growth next year. In episode 7, members of the Merganser Investment Team parse various economic indicators in an effort to uncover clues about the health of consumer spending and US business…

1
Portfolio Fitness Involves Minding Your ABS 11:43

4y ago11:43

11:43

In Episode 6, Peter Kaplan, Head of Structured Products at Merganser shares his perspective on the ABS market and the outlook for performance and liquidity in the most recent market cycle.Kirjoittanut Merganser Capital Management

1
The Changing Face of Retail Amidst a Global Pandemic 14:42

4y ago14:42

14:42

In Episode 5, David Fishman, Deputy CIO speaks with a retail industry expert to understand how the current pandemic has accelerated certain trends and outlines why investors should be paying attention.Kirjoittanut Merganser Capital Management

1
Hanging in the Balance 8:35

4+ y ago8:35

8:35

Recent data is showing some signs of stabilization, however, COVID-19 case resurgence combined with lofty risk asset prices leaves us more circumspect about certain areas of the market.Kirjoittanut Merganser Capital Management

1
Not Your Father's Recession 7:32

4+ y ago7:32

7:32

Following a risk-on second quarter, we pause to reflect on fixed income valuations, the state of the economy and the impact of recent stimulus measuresKirjoittanut Merganser Capital Management

1
The Fed vs. Fundamentals 6:16

4+ y ago6:16

6:16

Financial market performance and economic fundamentals were at odds in Q2 2020. Markets rallied hard despite continued deterioration in the underling fundamental data, both at the company level and in the broader economy. The single most important reason for the divergence was Fed intervention. Since the last podcast three weeks ago, markets took o…

1
Self-Awareness During Challenging Times 8:20

4+ y ago8:20

8:20

An eight minute review of markets, the investment climate, and activity in client portfolios over the past few weeks.Kirjoittanut Merganser Capital Management

Kuuntelemisen arvoisia podcasteja

Bond Market podcastit

Kuuntelemisen arvoisia podcasteja

1
A Bird's-Eye View of the Bond Market

Merganser Capital Management

1
Unpacking the 2023 Banking Crisis: Causes, Risks, and the Future Outlook 10:10

1
All Things Treasury 12:21

1
Take Five – Market Recap with our CIO 7:07

1
Impacts of Chasing Yield with an Inverted Curve 6:45

1
Debt Ceiling Talks, Again 11:37

1
Multi-Family Real Estate Update and CMBS Performance Implications 15:01

1
Take Five – Q&A with our CIO 4:23

1
After an Empty First Half, Where Should Income Thirsty Investors Look? 14:41

1
Any TIPS on a Good Inflation Hedge? 10:16

1
Inflation is Here... To Stay? 14:25

1
GSE’s Approach to ESG and Other Insights 11:07

1
You Can Bank on It 10:21

1
A Fresh Look at the Numbers 13:42

1
Portfolio Fitness Involves Minding Your ABS 11:43

1
The Changing Face of Retail Amidst a Global Pandemic 14:42

1
Hanging in the Balance 8:35

1
Not Your Father's Recession 7:32

1
The Fed vs. Fundamentals 6:16

1
Self-Awareness During Challenging Times 8:20

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