Lindsay Rosner

Angelo Kourkafas, senior investment strategist at Edward Jones, on client reactions and disciplined positioning. Lisa Shalett, CIO at Morgan Stanley Wealth Management, on market resilience, thematic investing, and wealth positioning. Lindsay Rosner, head of multi-sector investing at GSAM, on geopolitical risk, oil effects, and sector moves. Troy Lutka, senior U.S. economist at SMBC Nikko, on CPI, Fed timing, and stagflation risks.

Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management, shares her insights on the fixed income landscape as we approach 2026. She discusses the stability of the labor market despite noise in the jobs report and explains why bond yields remain unchanged. Lindsay anticipates minimal rate cuts in 2026 and highlights the appeal of bonds with an aggregate yield-to-worst of ~4.33%. She also explores potential economic scenarios shaped by AI and advises on maintaining an intermediate duration strategy for optimal returns.

Join Lindsay Rosner, head of multi-sector investing at Goldman Sachs Asset Management, as she unpacks the current U.S. bond market landscape. She explores the impacts of the Fed's decisions on credit markets and the implications for investment strategies. Lindsay discusses the delicate balance between Treasuries and corporate bonds, especially amid geopolitical tensions. With insights on the potential recession and opportunities in investment-grade corporate bonds, she provides a compelling look at navigating the complexities of today's fixed income environment.

Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management, offers fixed income and macro perspectives. She discusses the Iran conflict as an energy-driven inflation shock. She explains why bonds can hedge risk and when they may not. She highlights recent yield creation from higher rates and spreads. She flags key central-bank meetings to watch next month.

Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management, dives into the bond market's current landscape alongside host Chris Hussey. They discuss how recent rate hikes are reshaping investment opportunities, highlighting the dynamics of credit spreads and economic indicators. Rosner emphasizes the strategic importance of bond selection in portfolios during volatile times, using lighthearted baseball analogies to explain market unpredictability amid upcoming elections. It’s a compelling conversation on navigating financial shifts!