ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Credit vs. Duration – Where Should You Spend Your Risk Budget?"
Episode Synopsis
Season 06 Episode 05
In Q1 of this year, investors have had to contend with the implications of a regional banking crisis, a still-hawkish Fed, and rising expectations for a near-term recession. On today's episode, Dr. David Kelly is joined by Andrew Norelli, Portfolio Manager for several multi-sector fixed-income strategies here at J.P. Morgan Asset Management, to dive into the outlook for the economy and interest rates and what this all means for striking the right balance between credit and duration in fixed income portfolios.
In Q1 of this year, investors have had to contend with the implications of a regional banking crisis, a still-hawkish Fed, and rising expectations for a near-term recession. On today's episode, Dr. David Kelly is joined by Andrew Norelli, Portfolio Manager for several multi-sector fixed-income strategies here at J.P. Morgan Asset Management, to dive into the outlook for the economy and interest rates and what this all means for striking the right balance between credit and duration in fixed income portfolios.
More episodes of the podcast Insights Now
Quantitative Investing Explained
17/10/2025
Rethinking Retirement Through Research
10/10/2025
How Can Policy Power Portfolios?
09/10/2025
Why Is Asset Allocation So Important?
31/08/2025
In God we trust