Navigating fixed income | Insight Investment

Harvey Bradley, Senior Portfolio Manager and Adam Whiteley, Head of Global Credit

Key takeaways:

• Income is back, helping enhance and broaden the usability and appeal of fixed income in asset allocation roles. Yield levels on investment grade credit remain close to their highest levels for 15 years.
• We believe macroeconomic and bond market volatility, prevalent in the last three years, will continue, creating divergence in asset class and country level performance. Divergence typically stimulates alpha opportunities.
• The current environment provides an attractive backdrop for fixed income investors with a preference for an active approach. Passive approaches typically fail to match index returns while active fixed income approaches have achieved impactful long-term outcomes for investors.