At first sight, tighter US monetary policy and stubbornly high US inflation does not seem an ideal mix for bonds. There’s a lot more to it than that, argues James McAlevey, head of multi-sector fixed income. By embracing a broad opportunity set, investors can benefit from the potential for attractive risk-adjusted returns offered via active allocation.
Listen to our Talking heads podcast with James and chief market strategist Daniel Morris as they discuss the outlook for interest-rate policy and how, for example, contrarian views on Chinese corporate debt can add value in multi-strategy fixed income portfolios through flexible and fluid asset allocation.
Formerly known as ‘Market weekly’, our Talking heads brings investors the in-depth insights on topics that really matter to them, analysis of the world and markets through the lens of sustainability and more great conversations with investment experts.
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