The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
Despite economic and monetary policy uncertainty, we believe the potential upside from earning today’s historically high yields outweighs the possible risk from rates moving higher as we consider bond market investment ideas for 2024. In our view, various dislocations in higher-yielding credit markets could offer compelling opportunities for asset owners in 2024, with a goal of pursuing yield and total return in a manner that is as efficient and risk-controlled as possible. We also think it is important for investors to stay flexible and to consider the entire global opportunity set to best take advantage of the uncoordinated, uncertain nature of the global cycle.
Outlook contents
Rates: Tracking the trade-off between inflation and growth
In their 2024 rates outlook, Investment Directors Amar Reganti and Marco Giordano investigate the treacherous trade-off faced by central banks and what it means for bond investors.
Credit: Better opportunities to add risk on the horizon
Our experts review current macro dynamics impacting the bond market and discuss where they see opportunities and risks across credit sectors.
URL References
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Experts
