The Great Recalibration Continues
Fixed income has cheapened dramatically, however with uncertainty elevated Schroders’ Stuart Dear expects additional risk premia to be built in before bonds become really appealing.
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5 Defensive Asset Allocation Ideas for 2022
Schroders’ Stuart Dear and Mihkel Kase discuss 5 defensive asset allocation themes for investors in 2022.
Read MoreFixed Income Remains in a Holding Pattern
As Schroders’ Stuart Dear explains, fixed income is in something of a holding pattern as yields consolidate after the recent move higher and inflationary pressures continue to build.
Read MoreThis Recession is Different
The sharp repricing of bonds in recent weeks may be unsettling for investors, but we at Schroders think it represents a healthy reset to bond markets as we move out of the COVID-19 recession.
Read MoreWhy retirees urgently need an alternative to cash
With cash rates set to stay even lower for even longer, retirees urgently need higher-earning alternatives for the defensive portion of their portfolios. Actively managed fixed income investments can provide the answer – and the time to act is now.
Read MoreWhen markets diverge from fundamentals, look for quality income
While the disconnect between markets and the real economy has widened further, there is no guarantee that it will narrow, especially with central banks acting as the buyer of last resort. Yet the risk of an extended run of corporate insolvencies remains. In this environment, high-quality income generation is the key, together with the flexibility to move quickly as new opportunities and threats emerge.
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