Would You Buy Your Fixed Income Portfolio Today?

Voya
By September 6, 2021 15:59

Would You Buy Your Fixed Income Portfolio Today?

Executive Summary: Will the Next Decade Look Like the Last?

  • Help Needed—Traditional Approaches Can No Longer Do It All: While traditional core and core plus fixed income strategies have historically served as a “one-stop shop” allocation to balance risk-seeking allocations, more than a decade of extraordinarily accommodative global central bank policy has ushered in a persistent low-rate environment that has made it challenging for investors to achieve their expected rates of return while balancing risks in their portfolios
  • More Risk, Less Reward: Traditional core and core plus strategies have historically helped investors meet their capital preservation, diversification and income goals, but the low yield and extended duration profile of the Bloomberg U.S. Aggregate Bond Index (“Agg”) make this allocation less efficient today
  • A Broader, “Solutions Lens” Approach to Fixed Income: The changing landscape requires a fresh approach to building fixed income solutions for clients. We believe that analyzing other fixed income allocations within the context of investors’ specific goals and objectives will serve as a blueprint for the future of fixed income investing

Voya
By September 6, 2021 15:59

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