Our fixed income teams adhere to a disciplined approach as they seek to add value by capturing excess returns.
Fixed Income Insights
June 2021 BMO Fixed Income Market Update
We witnessed significantly higher inflation than expected, including the highest monthly core inflation print in four decades, as well as a jobs report that underwhelmed projections so badly it shifted the narrative on unemployment policy.
May 2021 BMO Fixed Income Market Update
While there has been dramatic spread tightening within the riskiest portion of the credit universe, opportunities may remain within the higher quality segments of high yield.
Opportunities in active fixed income
Active managers have a number of levers to pull to help outpace a passive benchmark, including sector/quality allocation, security selection and yield curve/duration management.