Income Generator: Income Is (Still) Your Friend
George Bory explains why we believe our 2025 key themes for fixed income investors, income is your friend and diversify duration, have served us well thus far and will likely do so going forward.
Key takeaways
- In our view, the “belly of the curve” offers compelling nominal and real yields, and sector diversification in this part of the curve presents additional opportunities.
- Real yields are a bright spot in the current environment, as most developed market government bonds have been offering positive real yields.
- We believe longer durations and global diversification could help optimize resilience and performance within fixed income portfolios.
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