Finding Bond Market Value in a Rising-Rate Environment

The video discusses the challenges investors face with the Fed's rate increase signals and explores opportunities in the US fixed income market. It highlights the value in structured securities and bank loans, and analyzes corporate bonds and yield compression. The video also covers portfolio strategies in response to rate hikes and examines global opportunities, with a focus on the European credit market.

What strategies does the speaker suggest for structuring portfolios in anticipation of rising rates?

What are the four ways to make money in fixed income according to the speaker?

What is the speaker's perspective on the European credit market?