Manulife Inves… - Thu, 06/01/2023 - 01:06

The pause before the pivot: positioning bond portfolios for an evolving policy landscape

Key takeaways

  • The dramatic reversal in central bank policy over the past year and a half has created plentiful opportunities in many segments of the bond market, as well as meaningfully higher yields.
  • With a pause from many of those same central banks either imminent or under way, now could be an opportune time for investors to revisit their fixed-income allocations—especially those riskier positions that seemed necessary in a lower for longer environment.
  • Time may be of the essence: While there may be more runway than markets currently anticipate, by the end of the year we could see a meaningful slowdown in developed economies, a shift to easing policies from central banks, and falling yields across the bond market.

Read the Full Article Here


Sign Up Now for Full Access to Articles and Podcasts!

Unlock full access to our vast content library by registering as an institutional investor .

Create an account

Already have an account ? Sign in