Schroders Investment: Bond investment stance can shift to defensive, optimistic about short-term high-quality corporate bonds and agency mortgage-backed securities

Julien Houdain from Schroders Investment stated that considering the possibility of a "soft landing" for the U.S. economy, bond investment strategies can shift to a defensive stance, focusing on short-term high-quality corporate bonds and agency mortgage-backed securities. He believes that the U.S. economy is growing steadily, the labor market is stabilizing, and the Federal Reserve is expected to continue easing monetary policy. For Europe, despite differing economic outlooks, he remains optimistic about corporate bond investment opportunities and recommends a moderate allocation to emerging market bonds to enhance yields