In this episode of the Portfolio Fix, Marco Bravo details what we learned about inflation and employment this past week and how that data is influencing the Treasury curve. Additionally, Gene Pretti of Zazove Associates explains what is driving convertible bond returns in this turbulent environment and why active management is outperforming convertible bond indices in 2022.
Sources: U.S. Bureau of Labor Statistics, Bloomberg
This episode of The Portfolio Fix was recorded on August 12, 2022. Any timely data or views should be considered as of this date unless otherwise specified.
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