Thornburg IM on Fixed Income Strategy

The transcript discusses concerns about China's economy, particularly in the property market, and the potential global impact of China's reopening. It analyzes the dynamics of the Treasury market, interest rates, and investment strategies, highlighting opportunities in fixed income and the importance of duration and credit. The discussion also touches on the Federal Reserve's policies and the implications of market trends on investment decisions.

How does the speaker suggest investors should approach duration and credit in the current market?

What does the speaker imply about the potential future of the Treasury market?

In what ways does the speaker believe the labor market is impacting the economy?