Today’s investors face a challenging prospect of an oncoming recession and elevated market volatility, which may lead them to question their risk appetite and asset allocation. Against this backdrop, Fidelity’s fixed income team highlight the reasons why now is a good time to be allocating to cash in your investment portfolio.
This should at least be good for fixed income
Rising rates have led to higher yields across the fixed income market. Aegon AM’s High Yield managers evaluate risk positioning and total return potential across the quality spectrum.
The yield curve is inverted which offers investors an exciting opportunity to increase yield by taking less interest rate and credit risk. With the UK set to enter recession, Fidelity fixed income managers Kris Atkinson and Shamil Pankhania discuss why a defensive income offering looks attractive via short dated, high-quality corporate bonds
Investment grade issuers offer a substantial engagement opportunity
The euro area and US central banks have applied similar monetary policy tightening over the past 18 months with distinctly different results. We see three key reasons why
Traditional sectors like utilities and steel offer investors the opportunity to move the needle when it comes to our transition to net zero.
Shifting mindset around corporates structures is helping Japan to rally; but for how long? Watch our latest series, Investment, Talks: Japan
Vanguard’s experts provide their latest sector-by-sector analysis of global fixed income markets and a summary of how these trends affect Vanguard’s active bond funds.