The world has changed and investors need to rethink fixed income investing.
There are three main issues:
- Widespread low or negative yields in key developed markets
- Increased market risk – investors are extending duration to find positive yields and now face heightened sensitivity to moves in rates
- Fractured liquidity – unconventional central bank polices and tighter regulation has led to a lack of liquidity across fixed income markets.
Salman Ahmed, Chief Investment Strategist, explains why a change in thinking is required. Read more.
Listen to Salman Ahmed’s webinar on 29 September 2016 here.
We believe embracing a new paradigm in fixed income markets involves adopting a strategy built around trading less and building safer portfolios focused on quality.
Here we explain why investors should consider fundamentally-driven portfolio construction in a low turnover framework.
21 sept. 2016 | 4:29