PWM gathered leading figures from the fixed income world to debate the future of the asset class and the role bonds may play in investors’ portfolios
Fixed Income

Fixed income is here to stay, but in what form?

Investors keep powder dry as bonds enter the unknown
With yields higher than they have been in years, bonds are once again an interesting option for income-seeking investors, but there are fears what rising rates and an end to QE might mean for the asset class

BlackRock bonds boss warns markets suffer from tunnel vision
BlackRock’s global fixed income CIO Rick Rieder talks Turkey, ESG, liquidity and big data

Are emerging markets set for a new taper tantrum?
A strengthening dollar led to outflows across emerging market asset classes in recent weeks, with Turkey and Argentina hardest hit. Are they the first in a line of dominos, or are fundamentals strong enough to ride out this turbulence?

Look further afield to make fixed income pay
With all eyes on the direction of central banks’ monetary policies, investors continue to be frustrated by government bond yields, though there are attractive returns to be found in other areas of the market

Why the return of diversification between asset classes is good news for investors
Investors have been deprived of the benefits of diversification since the financial crisis as equity and bond returns have mostly been moving in tandem. But the correlation between asset classes has started to fall away, just as it has within equity markets themselves

Investors urged to rethink role of fixed income
Given the low yield environment, fixed income investing is less able to play its traditional role. But rather than taking on more risk to hunt for yield, should bonds be used in a more defensive manner to diversify portfolios?

How can European investors generate income in a low interest rate, high volatility environment?
Greater flexibility in asset allocation, looking across the whole spectrum of equities and fixed income, is something investors should consider

Is there any point in holding fixed income funds any more?
Most investors need income, which is why bonds still have an important role to play in portfolios despite low interest rates. But fund selectors must pay attention to liquidity

Confidence high yield bonds can stay afloat in market turmoil
The potential of higher interest rates and a slowdown in the global economy should be bad news for high yield bonds, but default rates remain low and many believe the sector is well placed to ride out market volatility
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (December 2020 - January 2021)
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