Why Global Bond Investors Are Focusing on Yield Over Duration
You scroll your portfolio and wonder: why are so many big bond managers buying shorter-dated, high-yielding instruments rather than piling into long-dated Treasuries? The short answer: with yields already attractive and central-bank path uncertain, investors are prioritising carry (income) and credit selection over duration bets that could blow up if inflation surprises or rate cuts […]
Global Bond Markets Signal Shift as Investors Reposition for the Next Rate Cycle
Bond markets around the world are no longer static. After years of rate hikes and yield volatility, data from major economies shows a clear transition in investor behaviour from defensive positioning toward strategic repositioning ahead of an expected late-cycle environment. This article highlights what has changed, how markets are responding, and why this matters for […]
