Despite claiming to not have a “crystal ball” and stating that “anyone who claims to have the answers most likely does not”, Colin Finlayson, fund manager at Aegon Asset Management, has some set ideas on the outlook for fixed income markets. Primarily, that bond markets may have reached the bottom with a recession priced into assets.
Finlayson, who runs two fixed income strategies at Aegon - the Aegon Strategic Bond and Aegon Strategic Global Bond funds - said that while major market risks still lingered "it is true of most sell offs that investors tend to overshoot when fear takes over, leaving good opportunities for asset managers to find bargains. A recession, if it comes, is already reflected in prices". Recession has been a major topic for investors recently and debates on whether or not one will happen. How fixed income managers are preparing for recession and more inflation Finlayson said that, in terms ...
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