21 min listen
What to Make of the Bond Markets?
ratings:
Length:
30 minutes
Released:
Jul 28, 2021
Format:
Podcast episode
Description
Daniela Mardarovici, CFA, Managing Director, Co-Head of US Multisector Fixed Income at Macquarie Asset Management, discusses her approach to investing and offers perspective on the bond markets and how to add value in this environment. ▶️ Subscribe to the Take 15 Podcast YouTube channel: https://www.youtube.com/channel/UCA3HUMuK4FSp_CvQH_2Ji7g?app=desktop ? Transcript: https://cfainst.is/3j51W9d ? Email us for comments, questions, or appearance requests:Take15podcast@cfainstitute.org ___________________________________________________________________________ Episode Breakdown: 1:15 The journey from Moldova to the bond markets 3:07 What made Daniela fall in love with the markets 4:14 Daniela’s experience in the market over the past year 7:45 The bond market has not been following the script that we expected this summer: Daniela’s view on how we should be thinking about events now and long-term 12:20 What is Mutant Capitalism, and why should we be thinking about it? 16:51 How Daniela gets her team to think this way of standing against the tide 19:37 Why should investors own bonds, what is the role of fixed income and how do you add value in this environment? 24:14 Closing questions: 1. One long-lasting change that you hope will stick around because of the pandemic or as a result of the pandemic? 2. The one item Daniela would take with her on a long-duration space flight 3. Flight or invisibility? ___________________________________________________________________________ Find Daniela here: LinkedIn: https://www.linkedin.com/in/daniela-mardarovici-cfa-6681a51/ Find Lauren here: LinkedIn: https://www.linkedin.com/in/lauren- foster/ Twitter: https://twitter.com/laurenfosternyc
Released:
Jul 28, 2021
Format:
Podcast episode
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