Fixed income investing in 2025
Update: 2025-02-13
Description
On the latest episode of WellSaid, fixed income strategist Amar Reganti joins host Thomas Mucha to explore the potential effects of tariffs, ongoing geopolitical conflicts, China's economic recovery, the growth of private credit, and much more on 2025's fixed income markets.
In this episode:
1:55 – History and impact of tariffs
6:15 – Geopolitical conflict and inflation
12:15 – China’s economic recovery
16:00 – US/China great-power conflict
18:45 – Currency risk: Japanese yen
20:00 – US equities: Is it all just one trade?
22:05 – Housing market
24:25 – The growth of private credit
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