To get the most out of this website it's best viewed on a more up-to-date browser. See how to update your browser.

Fixed Income Insight

Strategic Forum Views and Insight
08 April 2021
    Download the full reportPDF, 4.84MB

    Although policy remains accommodative and generally supportive of risk assets, the performance of the global economy continues to bring into question the case for indefinite stimulus, so we need to be acutely alert to any change in Central Bank rhetoric or market dislocation. Pricing of credit markets remains challenging with spreads in some markets remaining close to all-time tights. This not only calls for a more cautious stance overall, but also the need for discriminating bottom up selectivity and diversification into more niche fixed income asset classes which continue to exhibit value.