Robert Tipp
A strategic buy point for fixed income
While the investment outlook remains clouded by uncertainty, such times often create opportunities
Finding strength in developed market fixed income
Uncertainty in the geopolitical and economic environment can throw up opportunities, but near-term consolidation is possible
Bond markets remain resilient and opportunities emerge in credits
Investor demand is suppressing long yields. An inverted yield curve may simply reflect investors’ recognition that yields are at generational highs
Start of churn-and-earn bull market for bonds
Fixed-income assets remain at a strategic buy point, even though some consolidation in the near term may occur
Economic backdrop appears to be turning more bond-friendly
Government bond returns in developed markets may be in the realm of cash in quarters ahead, but bonds remain attractive for key...
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