Basis Points
How to Mitigate Software Exposure in Bonds
12:31
Credit spreads are widening again as liquidity concerns resurface and AI-driven disruption—especially in software—comes back into focus. This week on the Basis Points podcast, Kevin Flanagan is joined by Andrew Okrongly, Director of Model Portfolios at WisdomTree, to break down what’s driving these shifts, and why high yield’s lower exposure to software, combined with a stronger liquidity…