Key takeaways

In an uncertain market environment, fixed income is once again taking centre stage. With inflation expectations, policy paths and regional divergences shifting rapidly, investors are increasingly looking for solutions that can deliver both stability and income. In this context, an active fixed income approach can offer a compelling answer: one that combines discipline, flexibility and the ability to respond quickly to changing market conditions.

The European fixed income spectrum offers a broad range of opportunities. We take a tour of the European fixed income universe to see the different contributions to portfolio construction and the vital role of fixed income in strengthening European autonomy.

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