Unlocking Alpha For Investors: The Evolution Of Fixed Income

2025-03-26 05:35:00 ET

Summary

• Fixed income has long served as a cornerstone of investment portfolios, providing a reliable source of income, diversification and risk management.
• Fixed-income markets are constantly evolving and providing new opportunities for investors to meet their financial goals.
• Direct lending to middle-market companies surged, with private credit funds surpassing $1.5 trillion in assets in 2024.

By Kris Moreton, CFA

Fixed income has long served as a cornerstone of investment portfolios, providing a reliable source of income, diversification and risk management. From the rise of bond funds and securitization in the 20th century to the expansion of private credit and structured finance following the global financial crisis (GFC), fixed-income markets have undergone a profound transformation. They have continuously evolved, shaped by regulatory changes, financial innovation and shifting investor needs — with each evolution creating a new frontier for alpha generation....

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