Insights

Building a Better Bond Portfolio

Given we expect flatter yield curves in 2022, the search for yield remains as pressing as ever. Inflation may stay elevated for a bit longer than originally assumed and bond market volatility is here to stay for now. The opportunities are out there. The question is where to look and what to do in 2022?


Senior Investment Strategist

Where to Look, What to Do in 2022

  • Expect flatter yield curves in 2022, although this will take time to materialise in some European markets where the short end remains anchored for now.
  • The search for yield remains as pressing as ever. While there are risks there are also rewarding opportunities and complementary exposures in emerging market and high yield debt.
  • Inflation may stay elevated for a bit longer than originally assumed and bond market volatility is here to stay for now.

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