How to Mitigate Software Exposure in Bonds

About this episode

Kevin Flanagan discusses with Andrew Okrongly the impact of software exposure on bonds and how high yield's lower exposure may mitigate risks.

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 profile, may help mitigate emerging risks while enhancing income. Basis point: 1/100th of 1 percent. Learn more: https://www.wisdomtree.com/investments/multimedia/basis-points-podcasts#Listen%20now Please see the WisdomTree Glossary for additional definitions of terms and/or indexes: https://www.wisdomtree.com/investments/glossary

People in this episode

Host: Kevin Flanagan

Guest: Andrew Okrongly

Topics covered

• bonds
• credit spreads
• liquidity
• high yield
• software exposure

Keywords

• credit spreads
• liquidity concerns
• AI-driven disruption
• high yield
• emerging risks
• income enhancement

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