In light of the recent resurgence in Fixed Income, Institutional Investor is thrilled to introduce the Redefining Fixed Income Institute. This groundbreaking initiative aims to unite the most innovative minds responsible for managing assets across the fixed income spectrum. The RFII is dedicated to facilitating the exchange of ideas and fostering connectivity within our allocator and manager communities, particularly for those navigating the pursuit of compelling income opportunities in the current high-interest-rate landscape.
Fixed income has proven to be remarkably resilient, especially following historical lows, and the focus is shifting towards working smarter rather than harder when constructing fixed income portfolios. In the face of constant geopolitical uncertainties, ranging from the threat of war to the evolution of pandemics, market volatility, and inflation worries, investors are recognizing the need for recalibration. However, the anticipated upward transition may unfold more gradually than initially expected. Staying on top of market dynamics and macroeconomic factors is crucial now more than ever. While investor interest remains high in private credit, there is no denying that bonds remain a part of diversified portfolios. Despite a tough decade, fixed income is one of the portfolio solutions for those long-term investors who can take advantage of the dislocations of the market with widening credit spreads and create a buffer through multisector diversified portfolios. Opportunities are always created amid a volatile environment, and it is time to find them!