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Ep. 73— Fixed-income investors must be ‘more creative, more thoughtful and do more homework’

January 15th, 2021|Comments Off on Ep. 73— Fixed-income investors must be ‘more creative, more thoughtful and do more homework’

William Costigan, managing director at Guggenheim Partners and senior member of the active fixed-income team, says that with real interest rates low and nominal yields on Treasuries at or below zero, investors must look to creatively expand their bond exposure...

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Ep. 72— Brookfield’s Antonatos sees policies and pandemic’s end boosting real assets

January 8th, 2021|Comments Off on Ep. 72— Brookfield’s Antonatos sees policies and pandemic’s end boosting real assets

Larry Antonatos, portfolio manager overseeing real asset strategies at Brookfield Asset Management, says that infrastructure investments will benefit in 2021 from the political changes in Washington that may spur additional government investments, as well as the end of the pandemic...

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