Articles
Higher starting yields and improving credit quality are helping reinforce the case for global short-dated high yield bonds.
Artificial intelligence (AI)-related funding needs are expected to support elevated credit issuance over the next few years. This may create potential investment opportunities but also material risks, reinforcing the importance of careful positioning and rigorous credit selection.
Higher inflation, rising interest rates and greater uncertainty have made investing more challenging. For bond investors, simply owning bonds may no longer be enough to successfully diversify risk.
Today’s fixed income world rewards investment managers who are willing to accommodate changes in the market backdrop and outlook in real time.