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Portfolio Manager: Brace for a big summer of debt issuance

Sweta Singh, founding partner and portfolio manager at City Different Investments, urges trading desks to prepare for a potentially big summer of debt issuance, ahead of election volatility that’s expected in the fourth quarter of the year. Singh further looks at why July is also geared up to be a big month for the municipal market in the US and unpacks how her firm is staging its portfolios this week and for the upcoming months.

As elections continue to dominate news cycles this year, she looks at how that will influence her buy side’s investment and liquidity outlook for 2024.

In this episode and for the bonus question, Singh delves into where she is seeing the most interesting changes to market dynamics in fixed income and the potential risks that come with the accelerated push to electronify the debt markets.

09.07.2024


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