Time to Read: 3 mins
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.
GU-786-31 July 2027
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.
Equity volatility is rising, but all is not what it seems. The technology sector is weighing on the S&P 500 while value and cyclical stocks lead. A market rotation is underway as many investors begin to favor companies beyond tech.
2025 was a strong year for infrastructure and we expect momentum to continue in 2026.
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