iA CONNECTED

Your ongoing source of information.

Bond Fund | Sell-off continued in the bond market in Q2

July 20, 2022

“Since inflation remains much higher than target in most jurisdictions, we believe central banks will continue their course of aggressive rate increases, which should flatten the yield curve further.” — Alexandre Morin

 

Key takeaways from his comment:

  • As in Q1, the sell-off in the bond market was the main topic in Q2 with huge bouts of volatility
  • From now on, the economy will slow and so will bond yield increases
  • Reduced corporate bond exposure and duration is neutral to longer than the benchmark

Read the full article

 

 

 

 

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

 

Topic : Portfolio Managers

Written by iAIM

  • There are no suggestions because the search field is empty.
Your tools
Procedures and FAQ