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As interest rates stabilize at persistently high levels and central banks gradually wind down their support, the bond market is entering a phase of profound restructuring. For investors, it is no longer a matter of making marginal adjustments, but rather of rethinking the very foundations of their portfolios.
In this interview, Etienne Gorgeon, Head of Fixed Income at Sanso Longchamp AM, breaks down the major shifts currently underway. Sovereign bonds, historically considered the quintessential safe haven, are seeing their role called into question amid rising government deficits and persistent inflationary pressures. Duration risk is once again becoming a key factor to manage.
Conversely, certain segments of the credit market, particularly short-duration investment-grade bonds and high-yield bonds, now offer a better balance between return, transparency, and risk management.
In this context, Sanso Longchamp favors an agile, selective, and carry-focused approach, tailored to the expectations of private investors seeking robust performance in an uncertain environment.
A clear and structured analysis of the new bond market dynamics—watch the video to learn more.
