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Bond Fund | Risk-on in vogue as bad becomes good again

August 22, 2022

“With summer holidays in full swing and key decision makers away from their desks, clearer direction should become apparent once we hit September.” — Alexandre Morin

 

Key takeaways from his comment:

  • Investors seem to think that inflation has peaked and that slowing economic conditions will prompt the Fed to pivot towards easing sooner than expected.
  • U.S. high yield spreads plummeted almost a full percentage point.
  • We remained nimble in terms of duration to benefit from both rallies and selloffs, as yields are fairly range bound.

Read the full article

 

 

 

 

Alexandre Morin, CFA
Senior Director, Portfolio Manager, Fixed Income, iAIM

 

Topic : Portfolio Managers

Written by iAIM

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