Sajiv Vaid: How to navigate bond markets as risk assets peak

clock • 2 min read

Over the past quarter, the consensus view of many has been to challenge the role and attractiveness of fixed income as an asset class.

But while the asset class faces near-term headwinds, fixed income continues to provide three key benefits for investors; namely a steady income stream, modest volatility and diversification from equities.  But where to find opportunities? In the UK, following the widespread euphoria in risk assets in January, we have witnessed a widening in investment grade spreads from the January tights. The repricing has meant there are parts of the market at levels last seen prior to the announcement of the Bank of England corporate bond purchase programme in July 2016.  Premier's White: Why ma...

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