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Podcast: FICC Focus
Episode: Fixed Income Returns Turn Positive?: Global Fixed Income Forecasts
Description: In this Global Fixed Income Return Forecast edition, host and BI Chief U.S. Interest Rate Strategist Ira Jersey is joined by BI EM Strategist Damian Sassower and Bloomberg ESG Index head Chris Hackel.Sassower and Jersey discuss the BI FICC Strategy team’s return forecasts for the next year, which appear in their note Don't Sleep on 60-40 as Fixed Income Return Forecasts Rebound. The research includes various potential portfolio allocations based on maximizing returns, sharpe ratios and other factors. Sassower notes that $9 trillion of market cap has been destroyed during the past year's selloff. Sassower re...