Now that yields have reset higher, bonds are positioned to protect portfolios while delivering higher income.
Floating-rate income and the secured nature of senior loans may provide a valuable defense against both rising rates and higher default risk for investors able to stomach short-term volatility.
Adding durable, low-cost external leverage to lower-volatility assets via the FHLB system can be an attractive way to enhance risk-adjusted return potential versus owning higher-volatility assets with more embedded leverage directly on insuranc
As the world adapts and moves forward, we expect emerging markets to rebound strongly in 2021 and outperform developed markets.
The fixed income landscape is being shaped by six key themes—this is how we are positioning portfolios in the second half of the year.
Commercial mortgage loans, securitized assets and private placements can help plan sponsors diversify their exposure to long corporate bonds.