The outlook for government bonds and credit investing

How is the political landscape evolving and where are the brightest spots in sovereign markets today?

In which unfashionable or overlooked areas of fixed income do our team see the greatest potential?

In this video, we explore the unfolding environment for global bonds, and where opportunities in credit investing and private markets may lie.

Recorded: 26 November 2024

Duration: 11 minutes

Quantitative easing, low interest rates and disinflation have made for a difficult hunting ground for active managers in government bonds for years. Now, heightened volatility has created a potential opportunity to find good relative value.

Additionally, having the flexibility to invest across the spectrum of fixed income allows our team to explore the roads less travelled. Looking to find the best opportunities where others often aren’t even looking.

Our fixed income experts discuss the challenges and opportunities in their respective areas, and the key issues investors might want to consider. 

This is a financial promotion and is not investment advice. Past performance is not a guide to future performance. The value of investments and any income from them may go down as well as up and is not guaranteed. Investors may not get back the amount invested. The views expressed are those of the speakers at the date of recording unless otherwise indicated, which are subject to change, and is not investment advice.