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EssentialThe Essential Conversation

Securitization During Insecure Times

Featuring Tom Rutledge

Sep 15, 2020 • 53 minutes

Essential

The Essential Conversation

Securitization During Insecure Times

Where else can investors turn when yields are nailed to the floor?

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Featuring Tom Rutledge

Sep 15, 2020 • 53 minutes

Are bonds still effective portfolio diversifiers? What can the history of asset-backed securities tell us about their future? These are questions that Tom Rutledge, fixed income strategist at Magnetar Capital, explores alongside Real Vision managing editor, Ed Harrison. Rutledge outlines the myriad array of problems facing fixed-income investors -- from liquidity constraints to finding yield pick-ups as yields continue to decline. He then describes specific opportunities he sees in industries ranging from hospitality to tech. Filmed on September 3, 2020. Click here for Rutledge’s report, “Specialty Finance: An Investor’s History”: https://rvtv.io/2Rt9jtE

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The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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