Brett Wander, CFA
Fixed income insights from our CIO of Fixed Income
Investors have never faced a fixed-income market like the current one. Interest rates are at rock-bottom levels everywhere. It’s nearly impossible to predict the direction of inflation. And the COVID-19 pandemic has reshuffled the economy.
Looking ahead, we think fixed-income investors can better navigate this environment if they focus on these three themes:
Leadership Insights
Focusing on the longer term and maintaining an appropriately diversified portfolio are potentially good first steps for the current COVID-19 continuum. Read what our CIOs are watching out for in the second half of 2020.
Leadership Insights
Some bond investors may have thought themselves sufficiently diversified heading into the global pandemic, only to find that they had ventured too far down the rabbit hole while chasing higher yields.
Investment Insights
Do actively managed bond strategies offer better risk protection than passively managed bond strategies in market downturns? Data from COVID-19 and the 2008 financial crisis say, “No.”
Investment Insights
Today's environment is provoking some confusion about fixed income. Use this paper as a primer for talking with clients about fixed income opportunities.
Leadership Insights
Extremely low bond yields are pervasive throughout the global economy, as many longstanding investment "truisms" have been falling by the wayside. Read our fixed income insights for talking points to share with clients.