fixed income

We discusses why it’s important to construct portfolios that can deliver resilient income amid falling rates.

Equity investors are focused on a potential soft landing. Longer-term they may face bigger headaches.

The Affluence Investor Letter looks back on 2023, our investment performance, and where we see attractive opportunities for 2024.

Being at (or very near) peak cash rates sets the scene for bond outperformance as markets price in the cuts well in advance.

We think the consensus view for 2024 will be wrong, as it was in 2023, and the equity market will rise strongly.

Learn where investment experts see opportunity and risk within eight asset classes in this exclusive eBook.

Liquidity can mean the difference between prospering and missing out when opportunities arise.

The portfolio building blocks that underpin the role of fixed income are finally back, says JPMAM’s Myles Bradshaw – here’s why

Government Bonds are arguably now in better shape and more able to defend portfolios than they have been in years.

And why KKR's Richard Schoenfeld believes we're nearly the end of the interest rate hike cycle.