Salient CIO Partridge Shares His Investment Strategy

The video discusses current market opportunities and valuations, highlighting the influence of global central banks on fixed income and credit spreads. It analyzes sectors like telecom and energy, noting telecom's low valuations and energy's recovery. The potential impact of the Williams and Energy Transfer merger is explored, with a focus on energy infrastructure. The video also examines credit spreads, noting their recovery and the role of central banks in market dynamics.

What are the expectations regarding the merger between Williams and Energy Transfer?

How do the central banks influence the credit market according to the analysis?