Latest
• We believe investors should consider locking in today’s higher yields for the potential to
generate attractive returns for years to come.
• We see value in positioning the Income Strategy in high quality assets with sufficient
liquidity to navigate market volatility over the cyclical horizon.
• Our position in agency mortgage-backed securities has increased steadily over recent
years, with agency MBS offering the potential for attractive long-term value as market
factors have shifted.
The post-pandemic inflation shock and rate-hiking cycle produced a generational reset higher in bond yields, creating a compelling multiyear outlook for fixed income as inflation recedes and risks build in other markets.
A supportive environment for stock selection. Several global stock markets have soared to record highs to start the year, buoyed by resilient economic data and strong corporate earnings. So where next for equities?