Fixed Income Conversation Corner with Lotfi Karoui (PIMCO) and Leslie Falconio (UBS CIO)

A wide-ranging conversation on the implications of the current macro environment and higher yields to fixed income return and positioning, including thoughts on widening credit spreads, implications of US corporate debt maturity, volume of AI bond supply, and other risk considerations. Lotfi Karoui, Managing Director, Multi-Asset Strategist, and Head of Client Solutions and Analytics at PIMCO, and Leslie Falconio, Managing Director and Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office. Host: Daniel Cassidy