#226: JP Morgan- Has the world of interest rates become more interesting for fixed income investors?
Word on the Street
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How to Allocate Capital in Fixed Income Markets
A lot of analysis needs to go into everything we buy, making sure that we're very comfortable with what we have. So always your eyes peeled on the three pillars and debating that in the team. Yes. And one of my roles is to really create almost a heat map of where the opportunities are looking at from a risk return standpoint, also looking at it from a conviction level. But the fixed income market is very complex. One of the things that I always like to pass on to clients is fixed income is a very different in market to say the equity market. The fixed income bond you buy, fixed income bond, it yields you 5% today, better than it has done for a
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