Insights for professional investors
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Insights for professional investors
2022 has not been a good year for corporate bonds, but the tide has turned and the outlook has improved. However, with a highly volatile global economy, the impending fear of a recession and political uncertainties, it can be a bumpy ride.
What are the opportunities and risks for bond investors? Aegon Asset Management and Swiss Life Asset Managers share their views.
Note: The following information is for institutional and professional investors from Austria, Germany and Switzerland.
2022 saw steep inflation, rising interest rates and unnerving geopolitics creating a ‘perfect storm’ for bond markets. However, as inflation and interest rate expectations look to have peaked, the outlook for fixed income markets now looks compelling. Risks remain on the horizon but could this be the moment investors have been waiting for to re-enter the bond market?
2023 looks like a bright year for Fixed Income investors. The recent interest rates rise and spread widening has led to Investment Grade bond yields which have not been seen since 2009. Current levels are very attractive as they should buffer the expected credit spread widening over the next months.
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