The synchronised global recovery may have finally arrived, but that does not mean global bond investors are exempt from challenges in their search for income.
Investment grade remains attractive
Annual summit takes place this week
Attractive economic backdrop
With many asset classes having been pumped up to high valuations by central bank stimulus, we are concerned that investors are no longer receiving particularly generous rewards for taking market risk.
Central banks have a 'task and a half'
Concern about stretched valuations