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360°, Q1 2024:

Dispersion, disparity, duration

Insight
2 February 2024 |
Active ESG
Will the stars align for active fixed income managers in 2024? In the first fixed income report of the new year, our credit team reflect on the year gone by and what may lie in store in the year ahead.
360°, Q1 2024: Dispersion, disparity, duration
Video transcript

Fast reading

  • Commentary: A year to favour the certainty of coupons (over the guesswork of earnings)
  • Economic outlook: Will 2023 tailwinds become 2024 headwinds?
  • Credit fundamentals: Opportunities and challenges within credit dispersion
  • Catalysts: Our downside and upside risks for the year ahead

360°, Q1 2024: Dispersion, disparity, duration

Archive: Previous editions of 360°

As fixed income markets evolve through the economic cycle, so too does our thinking. For a view on how the investment landscape has changed, read some of our reports from the past year below:

360°, Q1 2024: Dispersion, disparity, duration

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