Vonnie Quinn은 여러분이 알아야 할 시장을 움직이는 뉴스를 강조합니다. 오늘의 손님: 브랜디와인 글로벌 포트폴리오 매니저 존 맥클레인, BNP 파리바 미국 신용 전략 책임자 메건 롭슨, 웰스파고 매크로 전략가 에릭 넬슨, 파라메트릭 고정 수입 SMA 포트폴리오 관리 니샤 파텔 00:00 – 블룸버그 실질 수익률 03:16 – 웰스파고의 넬슨과 파라메트릭의 파텔, 연준에 대해 14:45 – 브랜디와인의 맥클레인과 BNP파리바의 롭슨, 폴른 엔젤스와 BBB의 기회에 대해 논의
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Vonnie Quinn highlights the market-moving news you need to know. Today’s Guests: Brandywine Global Portfolio Manager John McClain, BNP Paribas Head of US Credit Strategy Meghan Robson, Wells Fargo Macro Strategist Erik Nelson, Parametric Fixed Income SMA Portfolio Management Nisha Patel 00:00 – Bloomberg Real Yield 03:16 – Wells Fargo’s Nelson and Parametric’s Patel Discuss the Fed 14:45 – Brandywine’s McClain and BNP Paribas’ Robson Discuss Opportunities for Fallen Angels and BBBs
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