- Fixed Income Strategist
United Kingdom, Intermediary
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This is a section of our Investment Outlook, where specialists from across our investment platform share insights on the economic and market forces that we expect to influence portfolios in the year to come.
What direction will bond markets take in 2025 and how can investors actively position their fixed income portfolios for a world where uncertainty is the only certainty? We explore opportunities and risks across rates and credit markets, identifying key themes to watch, as well as outlining ways in which active investors can make the most of the potential upside that comes with greater dispersion and divergence.
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Insights Posts
Going their separate ways: Capitalizing on bond divergence
Our fixed income experts discuss how to position portfolios for a world of uncertainty and divergence, exploring key themes and evolving bond opportunities for 2025.
7
min
Article
2025-12-31
Securitized credit: Opportunity amid tight corporate spreads?
Portfolio Managers Rob Burn and Cory Perry discuss why they believe securitized credit has an attractive role to play in today’s tight-spread environment and highlight potential areas of opportunity in 2025.
5
min
Article
2025-12-31
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