Fixed income investments have seen some significant volatility in the fourth quarter. While the Bloomberg U.S. Aggregate Index (AGG) returned 5.20% in Q3, posting its second-highest quarterly performance since 1996, the index has since underperformed, returning -3.1% in the fourth quarter. The underperformance can be attributed to reduced expectations of aggressive rate cuts.
- Jul 22, 2024
- Julia Zhu
Yield Advantage and Softer Inflation Drive Fixed Income Opportunities | The Fixed Income Outlook Q2 2024
Researcher Julia Zhu shares her observations and guidance for fixed income in Q2 2024.
- Oct 20, 2024
- Julia Zhu
Fixed Income Shines Amid Fed Rate Cuts and Economic Shifts | The Fixed Income Outlook Q3 2024
Researcher Julia Zhu shares her observations and guidance for fixed income in Q3 2024.
- Apr 13, 2023
- Julia Zhu
Three Factors That Make the Case for Fixed Income | The Fixed Income Outlook Q1 2023
Researcher Julia Zhu shares her observations and guidance for fixed income in Q1 2023.