Vanguard’s top bond experts share their views on what ‘higher for longer’ means for global fixed income markets, and where they’re looking to add value in the months ahead.
In this Q&A, we talk to Sarang Kulkarni, Lead Portfolio Manager of the Vanguard Global Credit Bond Fund, about how to generate alpha in credit markets and the risks of unintentional beta.
Strategic multi-asset portfolios are most effective in helping long-term investors achieve their financial goals if investors observe discipline – especially during periods of market volatility.
After a brutal year for fixed income in 2022 two recurring themes abound in the industry - that bonds are back, and that 2023 will be the year when active management will truly shine. But both need caveats.