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With inflation and interest rates pushing up rather than down and fast-changing policies and scenarios in the US, UBP’s fixed-income experts explore how investors can put together a flexible and resilient bond portfolio in an approach favouring the long term.

The year started with volatility in rates, as the 10-year Treasury yield oscillates amid shifting market dynamics.

In this podcast, our expert Mohammed Kazmi, Senior Portfolio Manager & Chief Strategist for Fixed Income, shares insights into the anticipated landscape for interest rates and credit markets in 2025.

The positive view towards fixed income is best expressed through the higher-income segments of the market given robust nominal GDP growth and elevated all-in yields that are still in excess of the historical returns of global equities.

Despite recent volatility, emerging markets (EMs) continue to hold significant potential for investors. The current global trends and market conditions present several tailwinds that can drive growth and create opportunities in EM fixed income investments. Here, we explore these tailwinds and discuss the investment implications for the second half of 2024.

We believe that we are at a shift in regime for fixed-income markets as central banks prepare the ground for potential rate cuts following the most aggressive tightening cycle since the 1970s.

Die Union Bancaire Privée (UBP) erweitert ihr festverzinsliches Angebot mit einer neuen Anleihestrategie, die im Dezember 2022 aufgelegt wurde.

Unsere positive Grundhaltung in Bezug auf die Märkte für Unternehmensanleihen im bisherigen Jahresverlauf hat weiterhin Bestand. Grundlage dafür ist unser Makroszenario einer kräftigen und weltweit nachhaltigen Konjunkturerholung.

Mohammed Kazmi, Portfolio Manager & Macro-Strategist Global and Absolute Return Fixed Income at UBP, recently participated in an Asset TV Masterclass discussing which areas of the bond market offer opportunities to investors.