AXA Investment Managers a republié ceci
Longer-duration bond assets are starting to outperform shorter-duration bonds. This makes sense given the steeper yield curves delivering higher carry in longer-dated bonds. Whether this is compelling enough to shift allocations in bond portfolios remains to be seen. If it does, growing concerns about credit will also be a significant part of the motivation for such changes. Read more here: https://lnkd.in/eVJQzyia