Fixed income is finally back in vogue this year but navigating choppy markets is raising big asset allocation questions for fund selectors.
Doubts over stubborn inflation and peaking interest rates have led to diverging views on where to position portfolios along the duration curve while the rise in risk assets continues to defy most outlooks.
There are opportunities aplenty if you can be flexible enough to take them and the ability to be nimble within fund selectors’ asset allocation has never been more important. The window of opportunity within the markets is shorter than ever.
As a result, this roundtable, in partnership with J.P. Morgan Asset Management, assessed the market outlook, prospects within fixed income, the duration conundrum and why it is important to be opportunistic with portfolios.
Speakers:
Travis Spence, head of EMEA ETF distribution, J.P. Morgan Asset Management
Hugh Gimber, global market strategist, J.P. Morgan Asset Management
James Peel, portfolio manager, ESG, Titan Asset Management
Dan Caps, investment manager, Evelyn Partners
Jack Turner, head of ESG portfolio management, 7IM
Jordan Sriharan, fund manager, Canada Life Asset Management
Chair: Tom Eckett editor at ETF Stream
This article first appeared in ETF Insider, ETF Stream's monthly ETF magazine for professional investors in Europe. To read the full article, click here.
