Fixed income markets have bounced back in 2023 after one of the most challenging years on record in 2022. Where will markets go from here and how should advisors be thinking about the increasing number of opportunities in fixed income?

Nicholas Godec, head of fixed income tradables at S&P Dow Jones Indices, sits down with Wealth Management Edge’s Mark Bruno to offer a review of the first half of 2023 and a look ahead to the second half of the year. Specifically, Nicholas and Mark discuss:

• The most significant challenges and opportunities in fixed income year-to-date — and the biggest opportunities in H2 2023
  
• How the evolution of the ETF industry optimized access to the fixed income markets
  
• A large portion of ETF usage has been driven by institutional investors, so how will financial advisors follow in their footsteps?
  
• In 2022, clearly the 60/40 portfolio offered little protection and we have seen more advisors exploring alternative investments than ever before. What is the role of the 60/40 portfolio in today’s market? More specifically, how should financial advisors be re-thinking the 40%?
  

Resources:

 RIA Edge Podcast

Connect With Mark Bruno:

• WealthManagement.com
  
• LinkedIn: WealthManagment.com
  
• LinkedIn: Mark Bruno
  
• Twitter: Mark Bruno
  
• LinkedIn: Informa
  

Connect With GUEST:

• Nicholas Godec (Bio)
  
• S&P Indices
  

About Our Guest:

Nick Godec is Head of Fixed Income Tradables at S&P Dow Jones Indices (S&P DJI). With extensive fixed income and credit market index experience, Nick leads S&P DJI’s global fixed income tradables business, which includes key investable indices in the global bond markets. Key tradable indices Nick covers include the CDX and iTraxx indices and CMBX, as well as tradable use cases of iBoxx indices, such as Standardized iBoxx Total Return Swaps and futures. Nick regularly publishes commentaries and white papers and speaks at webinars and conferences on key developments in the fixed income market.

Previously, Nick was a Product Manager at IHS Markit covering the company’s tradable indices, including OTC and exchange-listed derivatives and the development of indices for exchange-traded funds. Before joining IHS Markit, Nick was an index research analyst at Bank of America Merrill Lynch, which is now a part of the Intercontinental Exchange.