Letty Zemaitis
Senior Fixed Income Strategist covering high yield and leveraged loans at UBS Chief Investment Office, analyzing spread dynamics, sector exposures (including software and energy), and default rate outlooks.
Best podcasts with Letty Zemaitis
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Nov 17, 2025 • 14min
Top of the Morning: Fixed Income Strategist - Reaching for yield
Leslie Falconio and Letty Zemaitis from UBS provide deep insights into the fixed income market. They discuss the unexpected resilience of high-quality bonds amidst 2025’s volatility. The duo analyzes what factors have driven high yield outperformance, emphasizing strong fundamentals and a favorable issuance mix. Leslie also shares CIO's strategic recommendations, advocating for a focus on high-quality securitized products and a smart laddering approach for investors. Their expert perspectives offer valuable guidance for navigating today’s fixed income landscape.
Mar 31, 2026 • 33min
CIO Fixed Income Roundtable Podcast Series - 1Q26 update and outlook
Letty Zemaitis, senior strategist on high yield and leveraged loans; Frank Sileo, specialist in preferred securities; Barry McAlinden, expert on investment-grade corporates; Sudip Mukherjee, municipal markets strategist. They discuss rapid shifts in rate expectations. Municipal outperformance and tax-equivalent yields. IG yield and issuance trends. Preferreds volatility and tactical ideas. High yield resilience and loan market dynamics.
