Are bonds truly back? It is one of the key narratives in the market, but do the economic assumptions support the exuberance? This panel session will examine the latest thinking from institutional allocators about traditional fixed income, how it correlates with other asset classes (or not), and what kind of treatment it deserves within a portfolio. We’ll explore the correlations with other assets, tackle benchmark inefficiencies, and share strategies for navigating credit pitfalls. Additionally, we’ll explore the re-envisioned landscape of fixed income markets, aiming to understand and adapt to these changes whilst considering how to allocate for sustainable long-term growth.
