Meanwhile,
New paradigm income wallets:
High prolonged rate policies create the best environment in twenty years to generate bond income. Similarly, without taking additional risks on interest rates or credit. Consequently,
Key points
- Opportunities in fixed income (Fixed Income): High interest rates more sustainable offer solid sources of income. Furthermore, We favor short and medium -term state obligations, securities backed by mortgage claims (MBS) and certain selected credits.
- Market context: American actions reached new heights last week, supported by solid economic data. In addition, The season of the results of American companies began, with the big names of tech on the front line.
- Coming this week: this week, we will follow the decision of monetary policy of the European Central Bank. We plan to maintain unchanged rates. but we remain attentive to any sign of a possible softening by the end of the year.
new paradigm income wallets
High prolonged rate policies create the best environment in twenty years to generate bond income. without taking additional risks on interest rates or credit. We favor a combination of income sources. First of all. short -term government obligations: the adoption of the American budget last month highlighted a lack of budgetary discipline, while a persistent inflation limits rate reductions, encouraging us to remain tactically cautious about long -term bonds. On the credit side, resilient growth maintains the solidity of companies’ balance sheets, even in the presence of customs duties.
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new paradigm income wallets — New paradigm income wallets: High prolonged rate policies create the best environment in twenty years to generate bond income. without taking additional risks on interest rates or credit. Key points Opportunities in fixed income (Fixed Income): High interest rates more.
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