File Outline Insight

Riding the Curve: The Power of Security Selection

Recent higher bond market volatility has driven increased dispersion across sectors/securities, creating opportunities for prudent security selection that can enhance returns within high-quality fixed income portfolios.

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Key takeaways

  • High-quality fixed income offers historically attractive yields in both nominal and real terms.
  • The recent increase in bond market volatility creates dispersion across sectors and securities.
  • Dispersion provides opportunities for prudent security selection to enhance value in fixed income portfolios.
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