Invesco Global Fixed Income Study 2018

This study is the first of its kind, surveying global fixed income investors

Jan 25, 2018 | Invesco Fixed Income

Our inaugural Global Fixed Income Study adds a new element to our investor-focused thought leadership series, surveying asset class specific investors from all around the world.

For this first edition, we interviewed 79 fixed income specialists – typically Heads of Fixed Income but also with representation of CIOs and Heads of Investment Strategy. Our respondents work across pension funds, sovereign investors, insurers and private banks in North America, Europe, and Asia-Pacific. They are responsible for fixed income portfolios within asset owners collectively holding a total US$4.4 trillion AUM (as at 30 June 2017).

We discovered six key themes:

1. The "new normalization" of fixed income

2. Low yields remain the dominant challenge

3. Managing the migration of Environmental, Social and Governance (ESG) to fixed income

4. Core fixed income vs alternative credit strategy

5. Broad appeal of alternative credit

6. Investors using a hybrid model of internal and external asset management

The baseline challenge for fixed income investors continues to be their ability to make a key return contribution to the overall portfolio.

Click Download PDF to read the full study or click here to download the executive summary