The Importance of Active Fixed Income
BlackRock BlackRock
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 Published On Jan 23, 2024

In this video, Charlotte Widjaja, Vice President and lead portfolio manager within BlackRock’s Global Fixed Income, discusses the importance of active fixed income in today’s market. She explains how the current macro environment is one of the toughest to forecast due to the number of forces hitting the global economy, many of which have no historical precedent. She also discusses the uncertainties we are facing, including the fastest tightening cycle by the Fed in over 40 years and geopolitical events. Charlotte dives into how these dynamics are leading to a higher volatility, higher dispersion environment, but also one with greater opportunities in fixed income. She also shares her views on the role fixed income should play in portfolios, including the potential for high-quality, front to belly assets, and the updating the 60/40 portfolio.

Learn more about BlackRock’s active fixed income platform here: https://1blk.co/47MvqzV

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