In episode 110 of the [i3] Podcast, we speak with Jamie Newton, Head of Global Fixed Income Research and Deputy Head of Sustainability at Allspring Global Investments. We discuss why now is a good time to add duration to fixed income portfolios, concerns over the lack of experience with high default rates in private credit and opportunities in data centres and other digital assets. Enjoy the Show!
Overview of Podcast with Jamie Newton:
02:00 I was not going to spend 16 weeks looking through a microscope
04:00 I grew up in the go-go days of the internet
05:30 Is 2025 the year of Riding the Curve?
08:00 US Economy: ‘All in, we’re okay’
09:00 Will we ever see 19pc mortgage rates again? Highly unlikely
11:00 Recession: I think the risk has increased a little bit
12:30 Do leading indicators lag too much in today’s fast moving world?
13:30 We like ABS in general, especially in USD assets
15:00 FI opportunities in data centres and fiber assets
17:00 Concentration is not so much an issue, as there is a limit to upside in FI
20:00 Artificial intelligence and fixed income
21:30 Popularity of Private credit
22:30 Lack of experience with defaults is absolutely a concern
26:30 Green bonds
28:00 Thoughts on the Australian market
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