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Bond Fund | A rally in every asset class

February 22, 2023

“Considering the softer tone from the Fed and the demand for duration since the start of the year, we recently closed our short-duration position.” — Alexandre Morin

 

Key Takeaways:

  • The year started with a rally in every asset class.
  • A consolidation in bond yields is now expected.
  • We are neutral duration and overweight credit as we move into the year.

Read the full article

 

 

 

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

 

 

Topic : Portfolio Managers

Written by iAIM

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