ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "The path to positive Alpha"
Episode Synopsis
Tim Leary, Senior Portfolio Manager on the BlueBay U.S. Fixed Income team discusses how the strong but not too strong economic conditions have led to a positive environment for fixed income markets.Key points:Broadly speaking, the underlying technicals are very positive for corporate credit.Idiosyncratic risk in a few areas of the market have generated volatility.We experienced a higher default rate in March, but our view is that defaults will remain benign this year & trend upward next year.
More episodes of the podcast The Weekly Fix
Data drought: navigating the economic fog
02/12/2025
Systemic risks versus idiosyncratic events
28/10/2025
Bank resilience amid market jitters
21/10/2025
In God we trust