Toledano-Koutsouris: A New Era of Bond Issuance

The video discusses the impact of Donald Trump's presidency on market expectations, particularly inflation and interest rates. It explores how these changes affect bond issuers and investors, highlighting key industries like infrastructure, pharma, and energy. The discussion also covers the implications of negative rates and credit spreads in the US and Europe, as well as the performance of emerging markets. The video concludes with a look at future trends in bond issuance and investor preferences.

In what ways could the energy sector benefit from the expected economic reforms?

What challenges might issuers face in balancing investor preferences for shorter duration bonds?