Special report on fixed income
- Understand how DFMs have been shifting their fixed income allocations recently
- Describe the concerns some DFMs have about strategic bond funds
- Explain why some allocators are moving out of high yield bonds
Special report on fixed income
- Understand how DFMs have been shifting their fixed income allocations recently
- Describe the concerns some DFMs have about strategic bond funds
- Explain why some allocators are moving out of high yield bonds
Introduction
By Damian Fantato
Welcome to Asset Allocator's first special report, which is supported by JPMorgan Asset Management.
In our inaugural edition, we take a look at the fixed income space which has been subject to a fair bit of volatility in recent times.
Rising inflation, changing monetary policy and turbulent geopolitics have all contributed towards a period of flux for this asset class so in this special report we have a look at some of the issues facing allocators.
We have a look at how allocators' bond allocations are evolving, we explore the ways in which portfolio managers use strategic bond funds, we discuss whether times are about to change for high yield bonds and we examine the pros and cons of using bond funds versus investing directly in bonds.
As an added bonus, this special report qualifies for 60 minutes of CPD from the Chartered Institute for Securities & Investments, which has recently agreed to accredit Asset Allocator's content.
