Multi-Sector Fixed Income: How Sector Depth Creates an Edge

In this episode, Lord Abbett Portfolio Managers Adam Castle and Christopher Gizzo explain how sector depth and cross-market analysis informs issuer selection, with the AI infrastructure buildout a key example of how the multi-sector framework comes together. 00:00 — Introduction to Multi-Sector Fixed Income & Market Opportunities 00:34 — Portfolio Construction: Bridging Multi-Sector Strategy with Bottom-Up Sector Expertise 03:38 — Navigating Tight Spreads and Assessing High Yield Risk/Return Trade-offs 07:59 — Enhancing Sharpe Ratios Through Non-Correlated Fixed Income Pillars 14:31 — Capital Markets Convergence: Data Center Financing as a Macro Asset Class 26:04 — Dynamic Risk Management and Relative Value Across Corporate and Securitized Credit