Global Flexible Bonds

Volatility is likely to be ahead of us in global bond markets as the possibility of tapering looms at the next U.S. Federal Reserve meeting in early November. However, any yield rise will turn out to be just a blip in a larger downward trend in yields that is driven by powerful structural forces like digitalization and demographics.

As things stand today, the blue-sky scenarios have been nearly fully priced in everywhere. This is why the potential for disappointment in the first part of the year is big and fixed income investors should prepare for volatility.

Head of Emerging Market Bonds Luc D’hooge gives you his latest view on EM hard-currency bonds and where he is finding opportunities.

Head of Flexible Bonds, Ludovic Colin, gives his team’s latest outlook and portfolio positioning.

Head of Flexible Bonds, Ludovic Colin, gives his team’s latest outlook and portfolio positioning.

Mondher Bettaieb, Head of Corporate Bonds and Portfolio Manager Claudia Wyss explain how accommodative measures by the ECB are positive for corporate bonds.

At a time when the market is listening to every central bank utterance and watching for any signs of a slowing economy, many investors are piling up on bonds that will suffer the most if their fears materialize.