Malborough: Navigating year-end fixed income liquidity and rising credit market risks
Trader TV, London
Looking at the final few weeks of 2025, James Athey, fixed income fund manager at Malborough, discusses the biggest influences of fixed income liquidity, including the US Federal Reserve’s end to its quantitative tightening program in December and the impact of year-end de-risking strategies.
Athey also shares his views on the concerns surrounding the private credit markets, the AI-related debt risks in the electricity sector, and potential market volatility from delayed US economic data.
10.11.2025