In today’s global bond market, investors need to consider more than just their income needs to assemble a diversified and efficient portfolio. In this issue we learn how to compare valuations, how the yield curve can help investors judge expected bond returns, how currency may enhance an overall portfolio, and duration strategies for a low interest-rate environment. We also evaluate how high-yield bonds might function as an alternative to some equities in an investment portfolio.
In this issue
- Brandywine Global: Global fixed income
- BlackRock: Yield curve
- PIMCO: Currency
- AllianceBernstein: Duration strategies
- AXA Investment Managers: High yield bonds