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Absolute return bonds:

volatility is another word for opportunity

Absolute Return Bonds: Volatility is another word for opportunity

21 February 2025 Fixed income

Heightened market volatility appears to present multiple opportunities for absolute return bond strategies.

In this paper we explain three of the key investment opportunities in the coming year:

  1. A return to rates dispersion among developed country central banks
  2. Positioning for steeper yield curves
  3. How volatility helps credit strategies with a cautious approach to risk
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