Join Ryan Nauman on Zephyr’s Adjusted for Risk Podcast as he talks with Mike Sanders, Head of Fixed Income at Madison Investments. In this episode, they discuss the current macroeconomic environment, the opportunities and challenges in the fixed income market, and strategies for diversifying investment portfolios. Mike shares insights on the benefits of active management, the role of separately managed accounts (SMA), and his outlook on interest rates and credit spreads. Learn valuable tips for financial advisors on constructing fixed income portfolios, and understand the importance of high-quality investments and transparency in today’s volatile market.
Learn more about Separately Managed Accounts here.
Learn more about Madison Investments here.
00:00 Introduction and Welcome
01:18 Guest Introduction: Mike Sanders
01:41 Overview of Madison Investments
04:51 Macro Environment and Fed Policies
09:18 Investment Strategies and Market Insights
14:47 Credit Spreads and High Yield Bonds
19:53 Duration and Fixed Income Tips
25:43 Conclusion and Contact Information
More about fixed income valuations by subsector and sector.
