UBS Global Wealth Management’s Head of Taxable Fixed Income Strategy Leslie Falconio and Beach Point Capital’s Portfolio Manager Sinjin Bowron tell Bloomberg that their outlook for fixed income remains intact despite recent market volatility and heavy earnings-driven headlines. Bowron mentioned how strong carry and careful security selection continue to support returns, even as Big Tech’s massive AI-related capital spending drives increased issuance of investment-grade debt. They joined the conversation on "Bloomberg Real Yield" with Katie Greifeld.