After the discussion in PSA's thread, I thought I'd start a general discussion on fixed income and what sectors of fixed income are good holds for the next 2-3 years (so medium-term). I'd say floating rate and people still like EM - anything else that people will fare well in the upcoming years, given what may happen to rates? I'm not negative on fixed income overall, just - at this point - don't have a sense of fundamentals/fundamental case for the short/medium term.
Comments