Insight
2025 Road Map: Income Is Your Friend
Extra income helps cushion bond investors’ portfolios against volatility and provides some cash flow certainty in an uncertain world. We believe a barbell strategy is well suited for pursuing bond income today.
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Key takeaways
- By riding the curve, bond investors can pick different points on the yield curve and across sectors, ratings, and jurisdictions to diversify and potentially maximize income.
- We’ve found attractive income opportunities at the short end of yield curves and many opportunities to selectively diversify duration at the long end of yield curves.
- Inflation remains as the biggest uncertainty for bond investors.