Fixed income
-
The three phases of fixed-income investing: where are we now?
The volatile macro environment in the past year has made it difficult for fixed-income investors to take a firm view on where rates could be headed. Manulife Investment Management's Capital Markets Strategy Team takes a closer look.
Read more -
With Fed easing potentially on hold, what does this mean for fixed-income investors?
Expectations for a Fed pivot have been pushed back due to persistent inflation and a surprisingly resilient U.S. economy. We explore why high-quality intermediate fixed income still presents a compelling opportunity for investors even if rate cuts don't materialize any time soon.
Read more -
Managing interest-rate risk in 2024 and beyond
In the current macroeconomic environment, where slowing growth and cooling inflation are conducive to monetary easing, we're finding opportunities to tactically embrace interest-rate risk. We explain why we believe geographical diversification and diligently selecting where that duration comes from will be particularly important this year and beyond.
Read more -
Today’s fixed-income landscape sets the stage for active management
Bond markets have been especially volatile, as yields have risen and fallen sharply over the past year. We explore why active management is positioned to do well against this backdrop.
Read more -
Have investors missed the opportunity in municipal bonds?
We think there’s still a lot to be excited about despite strong absolute returns experienced by the municipal bond market at the end of 2023. We discuss the fundamental and technical factors that could provide support for the asset class in the year ahead.
Read more