PineBridge's Slim: Asian IG Segment Steady

The video discusses the Federal Reserve's shift from a transitory inflation narrative to a more aggressive rate hike strategy, potentially including a 50 basis point hike in March. This shift is impacting global bond markets, with yields rising in Germany and Japan. The Bank of Japan is speculated to consider policy normalization, although changes are not expected immediately. The video also covers portfolio management strategies, emphasizing duration management and credit selection, particularly in the context of Asian high yield markets affected by China-specific factors.

What is the Fed trying to achieve by moving from being behind the curve to ahead of the curve?

How has the Fed's narrative changed regarding inflation and interest rates?

What are the potential implications of a 50 basis point hike in March?

What factors contributed to the Fed's loss of credibility regarding inflation?

What is the significance of the Bank of Japan's rumored policy changes?

How should investors approach portfolio management in light of changing bond yields?

What are the key considerations for credit selection in the current market environment?