Investors / stance tracking
What Vishal Khanduja is saying
FollowFollowingUnfollowHead of Broad Markets Fixed Income, Morgan Stanley IM
3 dated public stances tracked since 2026-09-22, most recently 2026-10-07. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Vishal Khanduja's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Vishal Khanduja is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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3
tracked stances
3
themes
0
side flips
2026-10-07
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| CMBS | 1 | 1 bullish | 2026-10-07 | |
| Investment Grade Credit | 1 | 1 bearish | 2026-10-07 | |
| USTS | 1 | 1 bullish | 2026-09-22 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-07
Investment Grade Credit
bearish
Bloomberg Surveillance · video
IG bond spreads don't compensate for ongoing price discovery risk because 90%+ of total return comes from rate exposure rather than spread premium, making the risk-reward structurally unattractive
“We just break it down. Underweight, perennially underweight.”
Bloomberg Surveillance 10/7/2026
2026-10-07
CMBS
owns
Bloomberg Surveillance · video
CMBS backed by luxury hotels with price-insensitive consumers offers attractive yield and is insulated from the rate-sensitive bifurcation hitting lower-quality credit, as evidenced by par-call refinancings still clearing in this market
“We are buying CMBS that is backed by these pristine hotels that have a massive price insensitive consumer spending.”
Bloomberg Surveillance 10/7/2026
The 10-year yield has not sustainably exceeded 5% in the last 25 years—above that level it creates refinancability stress especially for lower-income households—and markets are over-pricing Fed hikes while the Fed and Treasury appear to be deliberately…
“Last 25 years we've not sustainably been over 5% on the 10-year”
Bloomberg Surveillance 9/22/2026
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