Bonds are no longer boring

5 min read 9 Apr 24

For investment professionals only.

The fixed income investable universe has grown significantly since the Optimal Income strategy was introduced in December 2006. Today, investors have a much larger pool of investment opportunities to explore. However, the benefits from having a greater opportunity set have been offset by years of near-zero interest rates, making it challenging for investors to be constructive on bonds. This has now started to change: bonds yields are elevated and as result we think there is more income potential for the patient fixed income investor. The bond market is back on its feet.

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The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.

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