Robert Tipp

Yields on global investment-grade bonds are more or less at their highest levels since the global financial crisis across several major markets

A strategic buy point for fixed income

While the investment outlook remains clouded by uncertainty, such times often create opportunities

Bond fund inflows, already strong, are likely to swell further as cash yields decline and the search for yield intensifies.

Finding strength in developed market fixed income

Uncertainty in the geopolitical and economic environment can throw up opportunities, but near-term consolidation is possible

Too much cash may partially explain strong bond inflows and the sharp rally in higher-risk fixed income assets.

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

The Europeans have remodeled their fiscal rules - the Stability and Growth Pact - to increase flexibility in the effort to maintain fiscal discipline in the long run.

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

FILE PHOTO: An eagle tops the U.S. Federal Reserve building's facade in Washington, July 31, 2013. REUTERS/Jonathan Ernst/File Photo

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...