Finding the best ideas in fixed income
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Description
The last three years have seen considerable market volatility caused by factors including the Covid pandemic, government subsidies, supply chain pressures, and runaway inflation. After all this, fixed income investors might be forgiven for feeling particularly challenged about how to square the latest trends and translate them into asset allocation. Listen to this Talking Heads podcast about absolute return fixed income investing with Portfolio Manager Abhijit Korde and Daniel Morris, Chief Market Strategist. Abhijit discusses three scenarios for the US economy – a Goldilocks-like soft landing benefiting riskier investments such as corporate bonds; stickier-than expected inflation resulting in a rangebound selloff in risky assets; and a (low probability) recession favouring interest rate assets. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am Please note that podcasts from BNP Paribas Asset Management may contain technical language. For this reason, they may not be suitable for listeners without professional investment experience. Any views expressed here are those of the speakers as of the date of publication, are based on available information, and are subject to change without notice. This podcast does not constitute investment advice. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay. Past performance is no guarantee for future returns.
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