USIG - Income... With A Side Of Growth Potential

2024-06-08 00:01:00 ET

Summary

• Coming into 2024, many income investors expected falling inflation, slowing economic growth and rate cuts that would boost bond returns- a view that spurred record flows into investment-grade bonds.
• Despite a slow start to the year for bonds, fixed income still provides much more yield today than it has in years and will likely get a long-awaited boost when rate cuts eventually come.
• With bond yields so attractive today, we see much less need to rely on equities for income generation than in the past.

By Karen Watkin, CFA & Edward Williams

We think today's market landscape calls for a different mix in multi-asset income strategies.

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