David Albrycht on Fixed Income Strategies for 2026

Описание: In this episode of Zephyr's Adjusted for Risk Podcast, host Ryan Nauman welcomes back David Albrycht, President and Chief Investment Officer at Newfleet Asset Management. Together, they review the bond market's impressive performance in 2025, explore predictions for 2026, and discuss key sectors showing promise. They delve into topics including investment strategies, the impact of geopolitical and economic factors, and the growing field of private credit. They also touch on the role of diversification in investment portfolios and share insights on the fixed income market's future. Sponsored by Zephyr, this episode provides invaluable guidance for financial advisors and investors looking to make informed decisions in the coming year. Additionally, David shares some thoughts on UConn's prospects in the upcoming basketball season.

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Learn more about Newfleet Asset Management: https://www.newfleet.com/

00:00 Introduction and Welcome
00:59 Guest Introduction: David Albrycht
01:28 Overview of Newfleet Asset Management
02:29 2025 Bond Market Performance
06:07 Looking Ahead to 2026
07:53 Risks and Opportunities in 2026
14:12 Sector Analysis for 2026
20:02 Strong Fundamentals and Mortgage Market Insights
21:49 Asset-Backed Market and Commercial Real Estate
23:36 Municipal Market Opportunities
26:02 Credit Spreads and Investment Strategies
27:34 Private Credit Market Analysis
31:53 Portfolio Positioning for 2026
33:39 UConn Basketball and Closing Remarks

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