A Bird's-Eye View of the Bond Market

Merganser Capital Management
  • 5,0 (7)
  • Инвестиции

A Bird’s-Eye View of the Bond Market offers real-time analysis and commentary covering the major themes and issues driving the U.S. investment grade markets. Subscribers will have the chance to hear from different members of the Merganser investment team, allowing listeners the opportunity to gain valuable perspective on corporate credit, securitized, government markets and the economy. The idea behind the creation of this podcast is simple: offer our listeners a consistent source of valuable fixed income market intelligence at the click of a button.

  1. 28 янв.

    The Great Agg Shift: How the Bond Market Quietly Transformed

    In this episode, Mike Cloutier and Andy Smock break down how the Bloomberg U.S. Aggregate Index has evolved over the past two decades. From surging Treasury issuance to shrinking structured products and a 30% increase in duration, they explore the forces reshaping the benchmark and what it means for core bond investors.

    10 мин.

  2. 10.12.2024

    Welcome Aboard – Meet Marcela Saavedra Gonzalez, Our Newest Team Member!

    In our latest podcast episode, we’re excited to introduce the newest member of our investment team, Marcela Saavedra Gonzalez. Join Alli Morse, Principal and Relationship Manager, for a Q&A session exploring Marcela’s journey to Merganser, including her impressive personal and professional background. Marcela officially joined Merganser as an analyst covering governments in July 2024, following a successful summer internship with us before her senior year at Macalester College in Minnesota. We’re thrilled to welcome her to the team and hope you enjoy getting to know her.

    9 мин.

  3. 18.06.2024

    Unpacking the 2023 Banking Crisis: Causes, Risks, and the Future Outlook

    The 2023 banking crisis brought to light significant vulnerabilities within the financial system, exemplified by the collapse of Silicon Valley Bank (SVB) and other financial institutions. To understand the underlying causes and potential ramifications, Alli Morse, Principal & Relationship Manager, conducted an insightful interview with Corporate Credit analyst, Charlie Sheehan. Here are the key points discussed regarding the failures of these banks, the systemic risks exposed, and the future outlook for the banking sector: SVB's collapse and the loss of confidenceVelocity of money and technological advancementsRisk management oversightRegulatory reforms Future outlook for banking and investor considerations

    10 мин.

  4. 27.02.2024

    All Things Treasury

    Explore the dynamic world of Treasury Markets with our latest podcast episode. Tune in as Mike Cloutier, Chief Marketing Officer at Merganser Capital engages in an insightful conversation with Todd Copenhaver, Deputy Chief Investment Officer, and Saloni Daga, Credit Analyst. Together, they delve deeper into the historic highs of US Government Debt, future refunding needs, potential pitfalls, and how this expected supply might reshape the Treasury curve. Whether you’re a seasoned bond investor or newer to the asset class, this episode is your gateway to understanding the dynamics currently driving Treasury Markets.

    12 мин.

  5. 18.09.2023

    Take Five – Market Recap with our CIO

    Need a brief review of the fixed income markets as we head into year-end? This five-minute Q&A with Merganser’s CIO, Andy Smock, covers it all, including the path of interest rates, spread moves year-to-date, issuance patterns, our views across investment grade sectors, and our outlook for the macro environment.

    7 мин.

  6. 23.05.2023

    Impacts of Chasing Yield with an Inverted Curve

    In fixed income, it is generally understood that bondholders are paid more to lend for longer, but with an inverted yield curve, this theory is being put to the test. How then, should investors position their short-term reserves in the current environment? Pile into money market funds which are currently outyielding short duration bond funds? Based on our analysis, the answer is not so simple. Hear from Merganser team members Alli Morse, Relationship Manager, as she interviews Todd Copenhaver, Deputy Chief Investment Officer and Portfolio Manager. Together, they review historical performance of ultra-short and short duration bonds and explore the opportunity cost of allocating to each in various market environments.

    7 мин.

  7. 07.02.2023

    Debt Ceiling Talks, Again

    It has been an eventful start to 2023, and among many topics, the Debt Ceiling is once again in the spotlight. Hear from host Mike Cloutier, Merganser’s Chief Marketing Officer, as he interviews Andy Smock, Merganser’s Chief Investment Officer, to discuss one of the key risks facing fixed income investors in 2023 – the US Treasury Debt Limit. Together, they summarize the current state of affairs, use of extraordinary measures, supply concerns for investors, and potential consequences if congress can’t reach a deal. They also reflect on the lessons learned during  the 2011 US debt-ceiling crisis and offer clues to what may lie ahead.

    12 мин.

  8. 06.12.2022

    Multi-Family Real Estate Update and CMBS Performance Implications

    In this episode, David Fishman, Merganser Deputy CIO and CMBS analyst, interviews Eric Draeger, CIO of Berkshire Residential Investments (“Berkshire”) on the state of the multi-family residential real estate market. Among other topics, they discuss multifamily housing fundamentals, rising rates and the health of the US consumer, as we brace for a potential economic recession in 2023. Berkshire has over 55 years of experience, managing approximately $22.2 billion in real estate assets on behalf of global institutional clients. In his role as CIO, Eric Draeger oversees multifamily acquisitions, dispositions, and debt capital markets teams.

    15 мин.
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A Bird’s-Eye View of the Bond Market offers real-time analysis and commentary covering the major themes and issues driving the U.S. investment grade markets. Subscribers will have the chance to hear from different members of the Merganser investment team, allowing listeners the opportunity to gain valuable perspective on corporate credit, securitized, government markets and the economy. The idea behind the creation of this podcast is simple: offer our listeners a consistent source of valuable fixed income market intelligence at the click of a button.

Информация

  • Автор
    Merganser Capital Management
  • Годы выхода
    2020 - 2026
  • Выпуски
    21
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © 2026 A Bird's-Eye View of the Bond Market
  • Сайт подкаста
    A Bird's-Eye View of the Bond Market