Why fixed income now demands an institutional mindset

clock • 3 min read

Fixed income is back — but not in the way many investors remember it, writes Gerald Rehn

In today's market, bonds can offer equity-like returns with diversified risk profiles. Higher yields, new and growing segments such as private and structured credit, and increased issuance across traditional asset classes provide investors with tantalising new return opportunities. The challenge, however, is that it takes sophisticated, institutional-grade approaches to safely capture them. After more than a decade of suppressed yields, fixed income has re-emerged as a compelling source of income and total return. Across global markets, return prospects have improved materially, challeng...

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