Fixed income investing in a changing market

Rethink of asset allocation decisions needed

While rising bond yields and widening credit spreads set the scene for most of 2018, global credit markets have staged a strong recovery in the first quarter of 2019.

Changes in interest rate policy from the US Federal Reserve and the European Central Bank have lent support to the view that base rates stay out of restrictive territory.  In China, one of the largest economies in the world and key player in global trade, the stimulus program helps stabilize slowing growth.  Progress in trade talks between the US and China reduces the risk of escalating tariff wars, and on Brexit, the UK and Europe continue to take steps to achieve an orderly exit.  How will Trump, tech and trade impact investors? Demand for fixed income has been strong as seen ...