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Fixed Income Markets in Focus: Bonds in 2024 – A New Paradigm?

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As we move into 2024 with the outlook of moderate economic growth and easing inflation, investors are still in a phase of uncertainty when it comes to interest rates. Moreover, the poor performance of bonds over the last few years was compounded by the diminished diversification benefits of holding bonds as a hedge against equity-market declines. What are the scenarios that investors could consider in 2024? Hear Andy Sparks, Managing Director and Head of Portfolio Management Research, at MSCI, discuss the shift in the bond-equity relationship and more, in the quarterly Fixed Income Markets in Focus.