Taxable Fixed Income
Uncovering Value in All Rate and Credit Environments
Strategies that seek to deliver consistent risk-adjusted returns and manage volatility.
Active fixed income investing that focuses on preservation of capital and income generation, for taxable and tax-exempt investors. Fundamental credit research and macroeconomic strategy form the basis of our investment process and risk management the essential element of portfolio management.
At Northern Trust Asset Management, we seek to add value across interest rate duration, yield curve, sector allocation, security selection, country and currency strategies. Our well-diversified strategies target consistent risk-adjusted returns and low levels of volatility, ever changing rate and credit environments.
Why Northern Trust Asset Management for Fixed Income?
- Extensive, global, fundamental credit research and risk management
- Deep integrated team across research, portfolio management, trading & risk
- High-quality, well-diversified fixed income portfolios backed by 40 years of experience
Solutions that actively managed duration, yield curve position, sector allocation and security selection to optimize risk and return.
Bond performance turned positive to end 2022 while inflation moderated and the pace of rate hikes slowed. But interest rate volatility likely will persist in 2023, as monetary policy and recession fears may dictate returns.
With today’s low interest rates, investors can get tripped up by the 40% fixed income part of the traditional 60/40 portfolio. We look at some common misconceptions and offer ideas.
Worries of higher inflation hurt bond returns in the quarter, but credit spreads narrowed as the economic recovery took hold.
While most of our outlooks across sectors is negative for 2021, we think municipal bond market’s long-term strength continues.