Fixed Income Conversation Corner Podcast with Leslie Falconio (UBS CIO) and Mike Contopoulos (Richard Bernstein Advisors)

In this episode of the Fixed Income Conversation Corner, Leslie Falconio from UBS interviews Mike Contopoulos, Deputy Chief Investment Officer and Director of Fixed Income at Richard Bernstein Advisors (RBA), about the performance of fixed income this year and the outlook for the rest of the year. They discuss the potential for continued strong performance in fixed income, the impact of the Fed's policies on interest rates, and the relative attractiveness of different sectors within the fixed income market, including agency mortgages and municipal securities. They also touch on the potential risks in the credit market and the possibility of a shift in investor sentiment.