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.
Global fixed income markets have staged a meaningful recovery in recent weeks, but with inflation and growth fears still elevated, this may just be a brief summer solace.
Continuous upside inflation surprises have put pressure on developed market central banks to make a hawkish turn. We look at the European Central Bank’s (ECB) recent hawkish shift and its implications for the broader European fixed income market.
‘Don’t fight the Fed’ has been a common mantra since the Global Financial Crisis. Following Fed Chair Powell’s January press conference, we analyse if the central bank can beat its next opponent, rampant inflation.
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.