Active Core Bonds: A Strategic Alpha Play Amid Global Policy Shifts
Source: SeekingAlpha
2025-08-05 04:45:00 ET
Transcript
Q - What is the outlook for core bonds?
Mohit Mittal: We are very excited about the opportunity set in core bonds today. Our excitement stems from three reasons. First is the starting yields, starting yields of five to 6% mean that over the next three to five years, investors can realize those returns, and in a scenario where growth was to slow down, investors can potentially realize even a double-digit return....
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Active Core Bonds: A Strategic Alpha Play Amid Global Policy Shifts
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