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Prashant Chandran and Joe Filicetti discuss implications of the current market environment on the Macro Opportunities strategy, and further discuss the strategy’s latest positioning, performance, and why we believe it’s well-positioned for the next 12-24 months.

The credit markets rebounded considerably after last year’s rout, but now spreads are tighter and quality matters more than ever. On this PM Exchange webcast, we’ll drill down on our views regarding valuations and fundamentals for agency mortgage-backed securities (MBS), investment-grade credit and a sector under a tremendous amount of pressure, commercial MBS (CMBS)—as well as where we’re seeing opportunities.

Western Asset’s Mark Lindbloom and Travis Carr discuss the strategies’ latest positioning and performance, as well as our views on inflation, interest rates and where we see opportunities.

Western Asset’s Kevin Kennedy and Julien Scholnick discuss a potential inflection point in Federal Reserve policy from a broad market and liquidity perspective. Matt Jones moderates the session.

CIO Ken Leech discusses the economic indicators most relevant to fixed-income investors as well as our views on Fed policy, the macro outlook and where we see opportunity.