Asset allocation: bonds as stabilising securities

TARA has replaced TINA. This opens up new possibilities for the composition of asset allocation.

In recent years, the acronym TINA – "there is no alternative” – has dominated financial markets. In the meantime, the wind has changed. Now it’s time for TARA: “There are reasonable alternatives”. In investment portfolios, the cards are being reshuffled. In the latest video in our “Fixed Income Pulse Check” series, Daniel Rempfler, Head of Rates & Emerging Markets, explains which bonds are attractive in the current environment and why.

Daniel Rempfler, Head of Rates & Emerging Markets, explains which bonds are attractive in the current environment.

BB-rated high-yield bonds in euros remain in the sweet spot

BB-rated high-yield bonds offer higher interest rates with slightly higher risk. Higher-yield euro bonds with their risk-return ratio are currently a particularly attractive choice.

Stock market growth and investment concept on abstract blank dark blurred background with bokeh and raising financial chart graphs. , mock up Generative AI

Securities

Corporate bonds offer more returns with manageable risks

The volatile environment and rising interest rates present a challenge for investors. Global corporate bonds are a good option for those seeking returns. We wanted to learn more about this in an interview with Alois Seeholzer Capeder, Senior Credit Portfolio Manager, Swiss Life Asset Managers.

Siedlungsentwicklung nach innen an der Europaallee

Securities

High-yield bonds – achieve higher returns with a risk premium

After decades of falling interest rates, global rates have been rising sharply again for some time, with the result that various fixed-income products and fixed-income bonds are once again attracting the attention of investors. However, high-yield bonds are also an interesting alternative for investors willing to accept a certain amount of risk.