Diversification Without Complication: The Case For Global Bonds In 2026

2026-03-25 12:19:00 ET

By Paul Grainger, Fredrik Repton, Robert Dishner and Jaina Varsani, CFA

After an extended period of declining yields and credit spreads, we believe the fixed income environment is becoming increasingly nuanced. Near-neutral rates, tight spreads and elevated macro and political risks require investors to tread carefully in setting exposures while taking a broader approach to maximizing the opportunities that will present themselves. With such a backdrop, we believe global bond portfolios offer an effective way to manage risk, reduce home country bias and expand potential for long-term performance, often providing a complement to existing exposures. ...

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