The key themes in global bond markets over the past month.
Fixed income offers more value now than at any time in the last decade
US budget deficit may mean yields stay higher for longer
Modest rate cuts would be justified in this scenario, says US investment giant
Agility and active management needed when 'the chips are down'
Some strategic bond funds are more effective than others
Multi-asset fund managers share their bond allocation insights
A reminder of the risks in the asset class
Emerging from last year battered and bruised by bonds as inflation ripped through the global economy, many investors are understandably asking whether they should continue to own them. Can bonds still fulfil their roles as diversifiers and yield generators in multi-asset portfolios?
Last year may have been tough for 60/40 portfolios but the forward outlook has improved notably, says Todd Schlanger