Fixed Income Returns Turn Positive?: Global Fixed Income Forecasts

An episode of the FICC Focus podcast, hosted by Bloomberg Intelligence, titled "Fixed Income Returns Turn Positive?: Global Fixed Income Forecasts" was published on July 13, 2022 and runs 22 minutes.

July 13, 2022 ·22m · FICC Focus

Summary

In this Global Fixed Income Return Forecast edition, host and BI Chief U.S. Interest Rate Strategist Ira Jersey is joined by BI EM Strategist Damian Sassower and Bloomberg ESG Index head Chris Hackel. Sassower and Jersey discuss the BI FICC Strategy team’s return forecasts for the next year, which appear in their note Don't Sleep on 60-40 as Fixed Income Return Forecasts Rebound. The research includes various potential portfolio allocations based on maximizing returns, sharpe ratios and other factors. Sassower notes that $9 trillion of market cap has been destroyed during the past year's selloff. Sassower reviews the effect currencies have on portfolio returns. Hackel discusses shifts in client interest for ESG index product, and notes some of the trends in that asset growth for ESG product, particularly after the explosion of equity ESG funds.

Episode Description