What bonds fixed income research strategies?

Play with Audio Description:    • What bonds fixed income research strategie...   Research analysts play a pivotal role in the fixed income markets, where active management is crucial due to the vast array of issuers and securities. The fixed income industry encompasses a diverse range of bond sectors, including rates, emerging market debt, municipals, high yield, and securitized debt, each offering a unique set of complexities and opportunities for investors to explore. As economic policies evolve, fixed income research analysts navigate heightened volatility, especially in interest rates and credit spreads. Their insights underscore the importance of strategic analysis and investment in quality issuers and assets to effectively address these challenges. In this episode, Gabriela Santos, Chief Market Strategist for the Americas, is joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management. Together, they share expert perspectives on the evolving fixed income landscape and reflect on insights gathered from fixed income research analysts. Timestamps (00:05) Introduction (1:39) Why are fixed income research analysts necessary? (3:39) How does policy impact fixed income? (5:31) Where are the opportunities? (7:25) What will the Fed do next? (11:00) Is peak policy certainty behind us? (13:35) How is the health of the consumer?