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    Riding the economic wave: fixed income opportunities in a recovering economy

    We explore how fixed income investors can take advantage of a resilient economy.

    17 June 2024 Fixed income

    The resilience of economic growth over the recent past in the face of tightening financial conditions, geopolitical flare ups and elevated inflation has, perhaps, defied expectations. However, in our conversations with fixed income investors, three questions appear to predominate:

    1. Will geopolitical risk unsettle markets?
    2. When is a good time to add duration?
    3. Is commercial real estate the next problem?

    We outline our view on each of these themes and undertake a corporate health check, before exploring what we believe are the most interesting opportunities currently available to fixed income investors.

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