After years of rock-bottom low yields, European bond yields are edging back toward historical norms. At the same time, Germany’s fiscal stance is nearing a critical juncture. Against this backdrop, there’s a growing case for increasing long-term exposure to euro bonds—especially given their comparatively lower volatility versus equities, opines Candriam and suggests a euro aggregate strategy.
“Yields in core euro aggregate fixed income markets were on the rise again as markets entered 2025, particularly for sovereign assets,” says Sylvain De Bus, Deputy Head of Global Bonds at Candriam. “The potential to generate higher current income in the bond asset class has increased, likely for some years to come,” he adds.
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