The Changing Role of Fixed Income in Portfolios

In this video, Akiva Dickstein, Managing Director, Global Fixed Income, Head of Customized Multi-Sector Portfolios, Head of Short Duration, discusses the changing role of fixed income in portfolios. He shares insights from BlackRock’s recent client survey, which indicates a shift from portfolio ballast to return enhancement. He also shares his views on duration in the current environment, including the sharp rise in interest rates, the resilience of growth, and the reversal of the term premium. Finally, Akiva discusses the attractiveness of valuations in the front and intermediate part of the yield curve and the potential for high-quality assets that have experienced widening spreads.

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Видео The Changing Role of Fixed Income in Portfolios канала BlackRock