Our most recent CIO Special report looks at the latest yield developments and the challenges and opportunities for fixed income and equity investors.

 

Topics covered include:

  • Along with rising inflation and growth expectations, yields have been increasing of late. 
  • This creates challenges as well as opportunities for investors both in equities and fixed income instruments.
  • The recent uptick in nominal yields has been attributed to a rise in real yields, which is usually associated with higher economic growth expectations.
  • If economic growth does indeed pick up, investors in risky assets – be they in equity or credit – should benefit, everything else being equal. If dynamics change, however, investors may have to adjust portfolios.

 

To download a PDF of the full report, please click here.


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