Default and recovery implications for software

Leslie and Letty drop by to share a performance update and outlook for the asset class (including an outlook for the 10-yr), along with guidance around positioning in the current environment. We also touch on the spotlight article from the March edition of the Fixed Income Strategist publication which talks about the impacts of artificial intelligence to credit markets. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, & Letty Zemaitis, Fixed Income Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy