Stark parallels to 2023 outlook
Changes to go into effect in two phases
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