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.
The recent widening in credit spreads may offer an attractive entry point, with corporate and market fundamentals looking positive as we move into the final weeks of the year.
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.
Developed market central banks have delivered dovish messaging over the past week. We analyse what this shift from previously hawkish rhetoric could mean for fixed income investors.
Compared to rates markets, risk markets have held up fairly well in recent weeks. We outline why we think this situation is likely to persist and look at where the opportunities currently lie in fixed income markets.
As inflation remains a key focus for markets, we examine central bank actions through the lens of the currency markets.
With a sharp repricing event in the rates market over the week, we examine the potential implications for investors.
With inflation chatter growing louder across markets, we examine the underlying drivers and what this could mean for central bank policy in the medium term.
As energy prices break through highs, we analyse the implications for fixed income investors from this dramatic increase.
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.