Macro Matters: BlackRock’s Brownback on Global FI Opportunities
A changing Federal Reserve, tight credit spreads and renewed opportunities in securitized markets are reshaping the fixed-income outlook. Russ Brownback, BlackRock’s deputy CIO of global fixed income and manager of the Strategic Income Opportunities Fund, joins Ira Jersey, Bloomberg Intelligence chief US interest-rate strategist on this Macro Matters edition of the FICC Focus podcast. Brownback discusses what Kevin Warsh’s expected arrival as Fed chair could mean for policy, why he sees balance-sheet changes happening only gradually, and how public debate among policy makers reflects the…
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