The world has changed and investors need to rethink fixed income investing.
There are three main challenges facing investors:
1. Widespread low or negative yields in key developed markets outside the US
2. Increased market risk associated with, among other factors, longer duration in portfolios
3. Fractured liquidity – unconventional central bank policies 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.
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.
17 Mar 2017 | 4:29