Elevated volatility in US interest rates is prompting markets to reassess their expectations for Federal Reserve policy rate cuts. In this environment, intermediate high-quality bonds may represent a compelling option for investor portfolios. These bonds offer attractive yields, favorable valuations, and a longer duration profile, which could be especially advantageous if the Federal Reserve decides to lower rates. Moreover, they can potentially offer a negative return correlation to equities.
Join Jonathan Duensing, CFA, Head of Fixed Income and Portfolio Manager, and Jonathan Scott, CFA, Deputy Director of Multi-Sector Fixed Income, Portfolio Manager at Amundi US. They will discuss the current state of the fixed income markets and explore opportunities in high-quality bonds.
- The current macro environment’s impact on inflation, interest rates, liquidity, and recessionary concerns
- The fixed income universe and expectations for interest rates
- Opportunities in multi-sector fixed income
| 
