Esteban Burbano
We maintain a focus on resiliency as elevated yields within high quality fixed income continue to offer attractive opportunities.
Attractive yields and a broad opportunity set bolster active bond investments amid today’s uncertain macroeconomic and market outlook.
Amid ongoing uncertainty and volatility, Group CIO Dan Ivascyn explains why it’s important to focus on high quality, and how we’re leveraging global high yielding opportunities to help cushion portfolios against volatility and optimize returns.
We seek to capitalize on today’s attractive yields while staying mindful of economic and market uncertainties.
Group CIO Dan Ivascyn and Esteban Burbano, fixed income strategist, share updates on the Income Strategy, the market, key risk factors and the relative value between cash and fixed income.
With yields high and policy rates beginning to drop, we see a compelling global opportunity set for bond investors.
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.
Rising yields, wider spreads, and heightened market volatility are providing an attractive environment, but caution in credit selection is warranted.