In a soft-landing scenario with continued rate cuts, corporate bonds are poised to benefit from increased investor interest and resilient corporate balance sheets. Meanwhile, banks are expected to maintain strong performance, but investors should consider other sectors with attractive entry points as rates fall.
Here Andrzej Skiba, Managing Director, Head of US Fixed Income, Senior Portfolio Manager and Marc Stacey, Managing Director, BlueBay Senior Portfolio Manager, emphasise the importance of active management to navigate market volatility and capitalise on regional divergence in growth and inflation outlooks.
Read the full article on the Fixed Income Watchlist in association with RBC BlueBay Asset Management. By clicking "Read Here" below you agree to the data protection statement below.
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