Wealth Management Invest: Fixed Income Opportunities in a Higher-Rate Market with Sean Banai
Podcast: Play in new window | Download | Embed
Subscribe: Spotify | TuneIn | RSS | More
In this episode of Wealth Management Invest, host David Bodamer speaks with Sean Banai, head of multi-sector fixed income at Voya Investment Management, about the forces shaping today’s fixed income market. Sean shares his perspective on the Federal Reserve’s rate path, persistent inflation and Treasury yields, while explaining why investors may be able to generate attractive income without taking on excessive duration.
Sean also explores how artificial intelligence infrastructure spending is influencing economic growth and creating new considerations for debt markets and portfolio concentration. In addition, he discusses consumer stress, opportunities across securitized assets and CLOs, the role of TIPS, and how comparing public and private credit can help investors identify areas where they’re being appropriately compensated for risk.
Sean discusses:
- How persistent inflation and stronger nominal growth may keep the equilibrium level of interest rates higher
- Why current bond yields may let investors earn meaningful income without extending too far out on the yield curve
- How AI infrastructure spending can support economic growth while creating new debt and concentration risks
- Where consumer stress is appearing and why stronger growth could still push the Fed toward more hikes
- How security selection across securitized assets, CLOs, public credit and private credit can help investors look for income without relying on broad credit exposure
Connect With David Bodamer:
Connect With Sean Banai:
Resources:
- Listen to the Wealth Management Invest Podcast on Wealth Management
- Listen and Subscribe to the Wealth Management Invest on Apple Podcasts
- Listen and Subscribe to the Wealth Management Invest on Spotify