Five key fixed income allocation calls for Q2

Opportunity in high yield laggards

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Jon Jonsson of Neuberger Berman
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Jon Jonsson of Neuberger Berman

The outlook for fixed income in Q2 seems much more stable than compared to the beginning of the year, after a first quarter characterised by a healthy global consumer, accommodative central bank policy, progress on trade negotiations and a return of risk appetite.

At our latest fixed income investment strategy committee quarterly meeting, we reaffirmed our thesis for a soft economic landing, whereby economic growth will slow without triggering a recession. The cycle's...

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