After a turbulent couple of months with significant spread widening and subsequent tightening, corporate bonds may remain under threat through year-end. In this episode of Inside Active, Bloomberg Intelligence’s mutual fund and active management analyst David Cohne and corporate credit strategist Sam Geier talk with Vishal Khanduja, head of Morgan Stanley’s broad markets fixed income team and portfolio manager for Eaton Vance’s Total Return Bond Fund (EIBAX) and the Total Return Bond ETF (EVTR). They discuss the team’s three pillars for bond selection, their focus on maximizing return for benchmark-level risk, how inefficiencies of fallen angels and rising stars can boost performance and how bottom-up relative value analysis drives portfolio positioning. The podcast was recorded on May 7.

 

After a turbulent couple of months with significant spread widening and subsequent tightening, corporate bonds may remain under threat through year-end. In this episode of Inside Active, Bloomberg Intelligence&rsquo;s mutual fund and active management analyst David Cohne and corporate credit strategist Sam Geier talk with Vishal Khanduja, head of Morgan Stanley&rsquo;s broad markets fixed income team and portfolio manager for Eaton Vance&rsquo;s Total Return Bond Fund (EIBAX) and the Total Return Bond ETF (EVTR). They discuss the team&rsquo;s three pillars for bond selection, their focus on maximizing return for benchmark-level risk, how inefficiencies of fallen angels and rising stars can boost performance and how bottom-up relative value analysis drives portfolio positioning. The podcast was recorded on May 7.
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Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.

Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.

Inside Active by Bloomberg Intelligence

Morgan Stanley’s Khanduja on Bond Risk Reward

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4d3943ff-31d7-4198-a8f1-b2ea00c9427f/transcript

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