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Clayton Triick in S&P Global: U.S. Mortgage Rate Relief to Be Limi...
Tightening agency MBS spreads are helping create a steadier backdrop for mortgage rates, even as the 10-year Treasury remains rangebound. In a recent conversation with S&P Global, Clayton Triick, CFA, explained why investor opportunities in mortgage credit depend on more than just the direction of interest rates.
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Cheryl Pate on Bloomberg TV: Earnings Outlook & Regional Banks
Senior PM Cheryl Pate, CFA, joined Bloomberg TV to share her outlook for the upcoming earnings season and weigh in on the proposed credit card rate cap. She also discussed where she sees opportunities in regional banks. Watch her segment starting at the 13-minute mark.
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Clayton Triick on Schwab Network: Fed Moving Toward 3%, How That Impact...
Clayton Triick, CFA, Head of Portfolio Management, joined Schwab Network to share insights on the Federal Reserve’s latest meeting minutes, its anticipated move toward a 3% federal funds rate by 2026, and the growing appeal of active fixed income strategies in today’s market environment.
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Cheryl Pate on Bloomberg Radio: Financials Poised to Outperform in 2026
Senior Portfolio Manager Cheryl Pate, CFA, joined Bloomberg Radio to share her 2026 outlook, noting easing volatility could create opportunities. She highlighted universal banks, community bank debt, structured credit, and why a “barbell approach” across equities and fixed income may be key.
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Frank Ros on Schwab Network: “Pounding the Table” on Mortga...
Senior Market Strategist, Frank Ros, CAIA, joined Schwab Network to share his perspective on the fixed income market. He highlighted Angel Oak’s strong conviction in mortgage-backed securities, describing them as an attractive opportunity heading into 2026—offering potential value for investors while managing duration risk.
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Clayton Triick on Bloomberg Daybreak Asia: The Fed’s Next Move
Clayton Triick, CFA, joined Bloomberg Daybreak Asia to discuss inflation and what recent policy signals could mean for the Federal Reserve. He shared insights on shelter costs, tariff rollbacks, potential rate cuts, and strategies for positioning across fixed income, equities, and global markets.
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Cheryl Pate on Bloomberg Markets: U.S. Banks Setting Up for Good Earnin...
Senior Portfolio Manager Cheryl Pate, CFA, joined Bloomberg to share her outlook for Q3 earnings. Cheryl highlights strong fundamental momentum across the sector, with capital markets and investment banking revenues expected to outperform.
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Clayton Triick on Schwab Network: Looking to High Yield Corporate Bonds...
Head of Portfolio Management, Public Strategies, Clayton Triick, CFA, joined Schwab Network to share why he expects the Federal Reserve to continue cutting interest rates despite limited visibility into economic data. He also discussed his market outlook and the role of fixed income in today’s portfolios.
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Clayton Triick on NYSE TV: August PCE Price Index Gives Investors Lates...
Will the Federal Reserve cut rates again before year-end? Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, joined NYSE TV to discuss the latest PCE data, the Fed’s expected path for rate cuts into 2026, and how markets are responding. He also weighed in on the Trump administration’s new tariff announcement and why the market reaction has been relatively subdued.
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Clayton Triick in Reuters: Wall Street Braces for Quarter-End Liquidity...
As quarter-end approaches, all eyes are on liquidity and how tighter funding conditions could ripple through markets. In a recent Reuters interview, Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, explained why credit spreads deserve close attention. If they widen, it could spell opportunity, especially in corporate bonds.
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