Esteban Burbano
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With yields high and policy rates beginning to drop, we see a compelling global opportunity set for bond investors.
With the potential for higher-for-longer yields across countries, we see the global fixed income opportunity set as the most attractive in years.
Many investors remain in cash, but we think it’s time to shift exposure to bonds.
We see meaningful value in high quality, more liquid bonds that offer compelling yields and potential price appreciation should the economy weaken.
We see compelling value in high quality, liquid fixed income assets that may offer potential resiliency if the economy weakens.
Despite economic uncertainty, we see compelling value in high quality, liquid assets that we view as more resilient in the face of a potential recession.
We believe fixed income markets offer higher yields and better valuations than in years, and we’ve positioned the Income portfolio to further benefit amid potential for volatility and a weakening economy.
We believe fixed income markets now offer better value for active managers than they have in years.
The market contraction presents better opportunities than we’ve seen in years to generate income, which we balance against the need for resilience in the face of a potential recession.