In recent months, GLP-1 drugs have been thrust into the spotlight, amplified by increased media attention and several headline-grabbing comments from large retailers. In this episode of All the Credit®, host Brian Barnhurst, CFA, Co-Head of Credit Research, is joined by U.S. Leveraged Finance Credit Research Analysts, Elizabeth Halpin, CFA, Richard Kus, CFA, and Scott Swanson, CFA, to consider the investment implications of GLP-1s across fixed income markets and industries.
Recorded on December 19, 2023. This content is not intended to be a substitute for professional medical or health advice, diagnosis, or treatment, and does not constitute medical or other professional advice in any form.
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Pulse Check on U.S. Interest Rates
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From Low Ranger to High Plains Drifter
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Quantitative Tightening: Unwinding Central Bank Balance Sheets
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Supply Chain Strain Reframe
The Bonds are Back in Town: How the Pandemic has changed the “low for long” into a strategic buying opportunity in bonds?
What’s Next for the Global Economy and the Fixed Income Market? A Discussion with Greg Peters and Daleep Singh
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