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Time to get strategic about bonds

T. Rowe Price's Arif Husain, Sebastien Page and Justin Thomson look at why there are there are reasons for caution and optimism as we enter a new economic regime

Green bonds are key to driving climate change mitigation efforts and are poised to benefit from our race to net zero. Watch our latest series, Investment, Talks: Green Bonds

In the wake of recent underperformance, healthcare is entering the new year with compressed valuations just as innovation picks up and a post-COVID reset winds down. That should make for a positive outlook, say Portfolio Managers Andy Acker and Dan Lyons.

From geopolitical risk to the enormous challenges posed by the need for a just transition, investors face volatility and uncertainty in 2024. This will unfold against the backdrop of the largest election year in history and markets having to adjust to ‘higher for longer’ interest rates according to Federated Hermes Limited's CEO, Saker Nusseibeh

Today’s investors face a challenging prospect of an oncoming recession and elevated market volatility, which may lead them to question their risk appetite and asset allocation. Against this backdrop, Fidelity’s fixed income team highlight the reasons why now is a good time to be allocating to cash in your investment portfolio.

This should at least be good for fixed income

Rising rates have led to higher yields across the fixed income market. Aegon AM’s High Yield managers evaluate risk positioning and total return potential across the quality spectrum.

The yield curve is inverted which offers investors an exciting opportunity to increase yield by taking less interest rate and credit risk. With the UK set to enter recession, Fidelity fixed income managers Kris Atkinson and Shamil Pankhania discuss why a defensive income offering looks attractive via short dated, high-quality corporate bonds