INSIGHTS

Absolute return bond strategies aim to deliver steadier outcomes by prioritising capital preservation and actively managing volatility. This approach offers investors a potentially more resilient way to navigate uncertain markets, writes Shaun Casey, senior portfolio manager at Insight Investment.

Fixed Income isn’t just defensive—it can be essential to offsetting equity risk. From historically high valuations to a potential recession and rising interest rates, we illustrate the buffer bonds can provide. We believe fixed income plays a vital role in mitigating these six core challenges investors face.

2025 was a strong year for infrastructure and we expect momentum to continue in 2026. In an environment marked by heightened geopolitical risk, elevated inflation, and narrow equity leadership, we see global infrastructure as an effective hedge against these challenges. Infrastructure can also provide a differentiated way to participate in growth opportunities. We believe the asset class is well-positioned to benefit from durable long-term tailwinds like continued government spending and AI-driven demand for data centers and power.

Fixed Income can be the key to building resilient, goal-aligned portfolios amid uncertainty. We believe that a deliberate allocation is key to a balanced, well-diversified portfolio. From capital preservation, to income, and guarded growth, choosing the appropriate approach is essential to reaching desired outcomes.

The outlook for the healthcare sector remains positive despite its recent challenges, says Walter Scott client investment manager George Dent.

In this video, Fabien Collado, portfolio manager of the Responsible Horizons Euro Corporate Bond strategy, shares his thoughts on the evolution of labelled bonds in Europe and explains why robust due diligence is integral to spotting and validating opportunities

In this video, BNY Investments Newton global income portfolio manager, Jon Bell assesses whether artificial intelligence (AI) is a bubble and outlines some potential ways to diversify exposure to the large tech players in the space.

We invite you to watch our last macro outlook video with Ralph Elder, managing director for BNY Investments IBERIA & LATAM, and our investment solutions for the current environment.