High-quality bonds are back and should be a part of any portfolio in 2024, says Amundi.

High-quality bonds are back and should be a part of any portfolio in 2024, says Amundi.
The impact of the US Fed’s quantitative tightening is not priced into some parts of the bond market,
Half of all allocators plan to boost green bond positions, while 43% intend to add sovereign debt.
The BlackRock Investment Institute said long-term US Treasuries don’t look attractive yet.
After a chastening year, JP Morgan tips an old favourite to come roaring back.
Despite wafer-thin margins of safety from longer-dated yields, Schroders identifies relative value fixed income opportunities.
In line with the US Federal Reserve’s rate cycle, Fidelity International favours long duration bonds as both a source of income and diversification.
Investors can no longer rely on traditional diversification that previously helped in turbulent times, according to Allianz Global Investors (AllianzGI).
Higher inflation and expectations of rising interest rates have now been largely priced in by bond markets, it says.
The firm warns about risks in the China credit market.
Part of the Mark Allen Group.