Daniela Mardarovici, CFA, Managing Director, Co-Head of US Multisector Fixed Income at Macquarie Asset Management, discusses her approach to investing and offers perspective on the bond markets and how to add value in this environment.
3:07 What made Daniela fall in love with the markets
4:14 Daniela’s experience in the market over the past year
7:45 The bond market has not been following the script that we expected this summer: Daniela’s view on how we should be thinking about events now and long-term
12:20 What is Mutant Capitalism, and why should we be thinking about it?
16:51 How Daniela gets her team to think this way of standing against the tide
19:37 Why should investors own bonds, what is the role of fixed income and how do you add value in this environment?
24:14 Closing questions:
1. One long-lasting change that you hope will stick around because of the pandemic or as a result of the pandemic?
2. The one item Daniela would take with her on a long-duration space flight
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