Jul 28, 2021
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.
1:15 The journey from Moldova to the bond markets
3:07 What made Daniela fall in love with the markets
4:14 Daniela’s experience in the market over the past
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
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
3. Flight or invisibility?
Find Daniela here:
Find Lauren here: