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It’s time to re-think your fixed income allocation

After decades of historically low yields, investors are now faced with heighted rate and macro volatility. We recommend for investors to re-assess their fixed income allocations, with a focus on dynamic strategies that can take advantage of rising dispersion and enhance risk-adjusted returns.
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00:00:00:11 - 00:00:09:06

RICK RIEDER

Yield, yield yield. That to me is like is the best opportunity.

00:00:09:08 - 00:00:26:05

RICK RIEDER

I mean, the best opportunity for fixed income today is yield, yield, yield. I mean, I don't think interest rates. I think they could come down a bit over the coming years. You know, similar to what we talked about, central banks can bring that rate down. The best opportunity today is we can get six, six and a half, 7% depending on region.

00:00:26:07 - 00:00:46:05

RICK RIEDER

That toward a yield without taking excessive risk or taking much risk at all. That is amazing. I mean, you think about for decades you would crave how do you got six, six and a half, seven. Now you could put together a portfolio using Triple-A assets, using liquid assets, not going out the yield curve. And I just think I come in every day thinking like I need to get more yield.

00:00:46:05 - 00:00:54:05

RICK RIEDER

I want to get more yield, but not take too much risk. And you could do it today. And that to me that is yield, yield, yield. That to me is like is the best opportunity.

Key opportunity in bonds: income is back

Rick Rieder, Senior Managing Director, BlackRock’s Chief Investment Officer of Global Fixed Income and Head of the Global Allocation Investment Team, gives an update on why he thinks the greatest opportunity right now is income.

Why BlackRock for fixed income?

BlackRock offers a comprehensive fixed income platform, managing assets across the entire Fixed Income spectrum – from public to private, fundamental & systematic, active & index – to help deliver better outcomes, convenience, value, and transparency for our clients.

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Global expertise
Deep knowledge in asset classes, sectors and geographic markets enable us to help find relative value across fixed income assets and uncover hidden opportunities.
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Differentiated sourcing
Strong counterparty connectivity and access to deal flow across private and public markets provides our clients access to high-quality fixed income opportunities.
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Technology edge
Sophisticated investment and risk management platform enhances our processes to be more efficient at scale and help clients manage portfolio risks.
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Flexibility & choice
Differentiated client solutions across budgets, vehicles and investment strategies to help clients more efficiently access markets and achieve their objectives.

Fixed income investing solutions

BlackRock offers one of the largest and most diverse array of fixed income solutions, across our fundamental, systematic and credit platforms. Our Aladdin® platform, dedicated team and proprietary technology infrastructure enable bespoke client engagements and the delivery of solutions to institutions around the world.

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Fundamental fixed income

BlackRock is a leader in active global fundamental fixed income. With a focus on alpha generation and risk management, the team uses top-down views from lead portfolio managers and bottoms-up expertise from our sector specialists to drive consistent alpha. The breadth and depth of our platform puts us in a strong position to deliver returns regardless of macroeconomic regime, volatility or interest rate environment.

 


 

Discuss fixed income opportunities in today’s market

Learn more about how BlackRock’s fixed income strategies could help you achieve your portfolio goals.
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BlackRock's fixed income leadership team

Rich Kushel
Senior Managing Director, Head of the Portfolio Management Group (PMG)
Rick Rieder
Senior Managing Director, CIO of Global Fixed Income, Head of Fundamental Fixed Income, Head of Global Allocation Investment Team
Tom Parker, CFA
Chief Investment Officer, Systematic Fixed Income
Patrick O. Haskell
Managing Director
Head of the Municipal Bond Group within the Portfolio Management Group (PMG) Global Head of Financial Institutions Group Investments Business

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