As global growth continues, some think we may be in the later stages of the economic cycle. What should fixed income investors be watching in this environment?
We sat down with six senior portfolio managers in Morgan Stanley Investment Management’s fixed income group to get their take on where risks and opportunities lie. These managers oversee public as well as private and liquidity strategies. As active managers, they have the latitude to dynamically adjust their portfolios.
When market conditions change, they adapt by fine-tuning their portfolios’ duration, credit exposure, yield curve positioning, currency exposure and security selection. Their goal: To capture alpha – wherever it exists – across global financial markets.