The next 12 months are poised to be a comeback year for fixed income, says Columbia Threadneedle Investments' Gene Tannuzzo, with a focus on quality and credit selection critical to achieving the desired outcomes
Passive investing unlikely to win
Shalin Shah and Matt Franklin
"Bonds may no longer offer protection for long holdings in equities, so investors may want to consider systematic macro strategies that seek to go short both equities and bonds when inflation surprises on the high side"
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