Strong Carry and Careful Selection Still Matter: Bowron

Market Intelligence Analysis

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Why This Matters

Fixed income outlook remains stable despite market volatility, driven by strong carry and careful security selection.

Market Impact

Market impact analysis based on bullish sentiment with 85% confidence.

Sentiment
Bullish
AI Confidence
85%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

UBS Global Wealth Management’s Head of Taxable Fixed Income Strategy Leslie Falconio and Beach Point Capital’s Portfolio Manager Sinjin Bowron tell Bloomberg that their outlook for fixed income remains intact despite recent market volatility and heavy earnings-driven headlines. Bowron mentioned how strong carry and careful security selection continue to support returns, even as Big Tech’s massive AI-related capital spending drives increased issuance of investment-grade debt. They joined the conversation on "Bloomberg Real Yield" with Katie Greifeld. (Source: Bloomberg)

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Original article published by Bloomberg on January 30, 2026.
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