Rethinking safe havens in fixed income

Persistent inflation, aggressive policy and sharp moves in real rates have challenged the defensive role traditionally played by government and long-duration bonds. In Investment Week’s Fixed Income Portal, Artemis’s Liam O’Donnell makes the case for short-dated bonds, highlighting how today’s economic landscape affects positioning. He explores: • How post-Covid conditions weakened bonds’ safe-haven role • What “sticky” inflation changes for long-duration bonds • Opportunities in shorter-dated fixed income • Why today’s investment landscape calls for an active approach Click "Visit"...