Active Management's Edge in Fixed Income
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 23 December 2025
⏱️ 48 minutes
🧾️ Download transcript
Summary
Active Management's Edge in Fixed Income
Passive bond funds are broken, and we expose why the current high-yield, high-volatility market is proving that active managers offer better risk mitigation and a measurable edge.
Today's Stocks & Topics: Xylem Inc. (XYL), Market Wrap, Jacobs Solutions Inc. (J), AECOM (ACM), WEC Energy Group, Inc. (WEC), HP Inc. (HPQ), “Active Management's Edge in Fixed Income”, Cheniere Energy, Inc. (LNG), Biggest Market Developments in 2025, Hesai Group (HSAI), Cash Position, Consumer Staples Stocks.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is |
| 0:12.1 | InvestTalk, independent thinking, shared success. InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.1 | Here is KPP Financial portfolio manager, Luke Guerrero. |
| 0:33.3 | Good afternoon, fellow investors, and welcome back to Invest Talk. |
| 0:39.4 | I'm your host, Luke Guerrero, and today's Monday, December 22nd, 2025. |
| 0:47.0 | Ooh, it's almost here. |
| 0:50.1 | The holidays are upon us, and before you know it, it will be 2026. |
| 0:57.0 | Today was one of the last few full trading days of the year. |
| 1:03.0 | We have one, two, three, four more left in 2025. |
| 1:11.6 | And so as the year ends, you start to see similar patterns. |
| 1:16.6 | Rallying, the Santa Claus rally, they call it. |
| 1:20.6 | Stocks that have lost tend to continue to do so as loss harvesting happens, |
| 1:24.6 | and volumes in a way tend to dry up. But in spite of all this, |
| 1:31.5 | it does not mean that we can stop paying attention because news does not wait. News does not |
| 1:37.3 | care what time a year it is. And so that's why even though the holidays are right around the |
| 1:43.7 | corner, mere days days away we have not |
| 1:47.3 | we have not stopped paying attention we here at invest talk still meet each and every day with one |
| 1:54.8 | goal to help make you a better and more informed investor. How do we do that? |
| 2:01.2 | Well, we bring a mixture of educational items, of actionable material to go over each |
| 2:05.7 | and every show, but you are also a critical part of this program. |
| 2:10.7 | Your finance and investment questions helps steer the conversation towards what matters |
| 2:15.7 | most to you. |
... |
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