• INFO@SQUAREMILERESEARCH.COM

A Spotlight On: Fixed Income

12 Feb, 2024 | Return|

Eduardo Sanchez, Square Mile's Associate Research Director - Fixed Income, Alternatives & Multi-Asset, was joined by Stuart Edwards (Invesco), Nicholas Ware (Janus Henderson) and Nicola Mai (PIMCO) for this month's 'A Spotlight On' panel on Fixed Income, where they covered:

  • How did you manage the volatile interest rates in your portfolios over last year?

  • Do you think the market is too sanguine about inflation?

  • What yield curve presents more attractive opportunities in the USA, Europe, UK, and Emerging Markets? 

  • What are your favourite parts of the credit market?

 

MORE FROM THE EXPERTS

Flexibility. Conviction. Greater potential for returns.

Do all roads lead to lower bond yields in 2024? Flexibility is our philosophy

The PIMCO Income Fund taps into multiple areas of the global bond market, which offers the potential for equity-like returns with less risk.

Jenna Barnard and John Pattullo, Co-Heads of Global Bonds at Janus Henderson, consider the outlook for bonds in 2024, positing that different routes are likely to lead to the same destination. Introducing the Invesco Tactical Bond Fund (UK), an unconstrained bond fund with the ability to invest in opportunities along the entire credit spectrum.
VIEW FUND READ NOW VIEW FUND

 

To get notified when the next 'A Spotlight On' panel goes live, click here.

Related

2023 expectations

Join Square Mile's Chief Investment Officer, Mark Harries, as he talks with James Ashley, Head o...

Read More >

Bonds are back - but alternatives never left

The uncertain market backdrop and higher volatility seen in 2022 left many questioning the effective...

Read More >

Talking Fixed Income with Flavio Carpenzano from Capital Group

Tune in for the latest podcast episode where Henry Wix-Pollard, Investment Research Associate at Squ...

Read More >
Feedback