What's Driving Record Corporate Bond Issuance?

The video discusses the dynamics of repatriation and debt markets, focusing on companies like Apple and Microsoft. It explores the investor perspective on inflation and interest rates, emphasizing the importance of managing interest rate exposure and balancing portfolios. The discussion includes the impact of tax reforms, the search for high yield, and the significance of inflationary expectations. The video concludes with strategies for maintaining portfolio balance amid changing interest rate regimes.

In what ways can inflationary expectations impact investment decisions?

What strategies can investors employ to balance interest rate exposure in their portfolios?