The future of fixed income is anything but fixed
From recession to recovery, and whether you’re investing for income or growth, fixed income is a vital part of a diversified portfolio. But today’s unprecedented investment landscape reminds us that the future of fixed income is anything but fixed.
Risk markets appear to have handled the recent rise in rates in a sanguine manner – so far. We discuss the extent to which this is likely to continue with financial conditions expected to tighten.
Markets have started to price in the risk that the Federal Reserve (The Fed) is behind the curve in tightening monetary policy. We determine what this means for both government bonds and risk markets.
Data showing that Omicron is less severe than other variants of Covid-19 has boosted risk appetite in markets, but investors should guard against complacency.
With 2021 drawing to a close we examine how inflation impacted the year and our outlook for fixed income markets as we enter 2022.
Recent inflation prints, central bank comments and Omicron headlines have been moving markets. We reflect on what it all means for fixed income investors.
Following a big upside surprise in the US consumer price index (CPI) and strong economic momentum, we analyse if the US could be poised for a return to exceptionalism.
With US and UK government bond yields jumping higher, we take a look at the drivers and where yields could go from here.
Whether you’re investing for income or seeking diversification and volatility management in a growth portfolio, we have fixed income solutions to help you achieve your goals.
The value of investments may go down as well as up and investors may not get back the full amount invested.