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The power of interest income
Episode 29
Published 2 years, 1 month ago
Description
BlueBay Senior Portfolio Manager Tim Leary discusses the factors that have led to higher yields this year and why we’re looking for the market to keep grinding.
Key points:
- Spreads may be tighter, but yields are higher on the year.
- This may peak investor interest and we have seen high fund flows.
- This is likely a function of the market coming back towards the Fed’s path.