Fixed income is being re-evaluated. This episode explores the evolving role of bonds in modern asset allocation and how they contribute to diversification, stability, and risk management.
This panel examines the changing importance of fixed income in today’s macroeconomic environment. Rising interest rates, inflationary pressures, and shifting central bank policies challenge traditional bond strategies while opening new opportunities.
The discussion highlights how fixed income can be used beyond income generation as a strategic tool within multi-asset portfolios. Topics include duration management, credit risk, liquidity, the role of government vs. corporate bonds, and integrating fixed income alongside equities and alternative investments.
The panel also addresses regulatory and structural changes, sustainable fixed income strategies, and the needs of institutional investors and large asset owners. The episode provides a structured overview of how fixed income can be actively, flexibly, and effectively employed in portfolio construction.
More podcast episodes and information:
www.finanz-ch.ch