Invest for Efficient Income
Do high-yield bonds still make sense for income investors at this stage of the credit cycle? We think so.
Solid fundamentals, decent valuations and attractive income potential make a case for continued exposure to corporate credit even in an uncertain economic environment.
Surf’s up! Elevated yields and negative correlations are good news for bond investors. We share strategies for making the most of today’s opportunities.
The economic outlook for the US is cloudy, but the right mix of credit and government bonds may help investors boost income in all kinds of weather.
Parking your fixed-income assets in cash may seem like a safe choice in today’s volatile investing environment, but it’s actually a risky proposition. Here’s why.
Some US investors seem reluctant to invest in high-yield debt, given a potential recession on the horizon. But we see five good reasons for income-seeking investors to hold high-yield bonds today.
As the credit cycle turns, a diversified approach that balances rate and credit risks may succeed where bank loans may not.
Banking turmoil is raising renewed concerns about commercial real estate, but a focus on high-quality credits could be investors’ best strategy for navigating risk.
The diversification benefits of US government bonds have improved in 2023, providing near-term opportunities for multi-asset income investors.
Now, with yield curves inverted across North America, Europe and parts of Asia, investors can earn extra income without increasing interest-rate risk.
Concerned about liquidity? Consider a barbell approach to income investing.
When the yield curve inverts, bond investors should heed the signs.
Our Fixed-Income Co-Heads survey the market landscape for 2023—and provide strategies for making the most of it.