July 17, 2025
Fixed Assets

Allocators are increasingly optimistic about fixed income

Some research from Capital Group, which looked at institutional investors attitudes to fixed income, recently caught our eye. A third of those consulted by Capital Group manage assets in excess of £50bn and they said they were optimistic on the case for fixed income for diversification reasons rather than as an income holding, despite the

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Fixed Assets

‘Now may be time to invest in EM bonds and infrastructure’

The current bond market landscape is interesting, with signs that bond yields have peaked, in the short term at least. This may present a potential turning point for fixed income and ‘bond-adjacent’ assets, such as infrastructure, that have been under pressure due to rising longer-term rates.  However, with inflation persisting and growth remaining hard to

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