DWS
Bernard F. Ryan, CFA
Insurance Coverage
bernie.ryan@dws.com
617-295-2105
dws.com/InsuranceAM
875 Third Avenue
New York, NY 10022
Despite uncertainties regarding monetary policy and a potential recession, assessing valuations across the bond universe at the start of the year has yielded some interesting fundamentally-driven ideas for 2023, despite the recent bouts of volatility.
The bond market posted deep losses in 2022 as the Federal Reserve continued its efforts to rein in the highest inflation rates in decades. But as investors began to anticipate some kind of end to the Fed’s tightening policy, risk assets showed signs of recovery at points. This momentum carried over into early 2023, and investors are finding attractive risk-adjusted opportunities in several segments of the core fixed-income market…something that has not been seen in a number of years.
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