Rising yields just rewrote the bond playbook

What if rising bond yields are actually an opportunity in disguise?

Neil Sun, Portfolio Manager on the BlueBay U.S. Fixed Income team breaks down what's driving the rate move and how investors should position.

Higher starting yields provide a stronger income foundationThe investment case doesn't require a sharp fall in interest ratesOpportunities are uneven across the bond market

The recent rise in bond yields has reshaped the income landscape for fixed income investors. Robust growth, higher energy prices, and uncertainty in the Middle East have all contributed to the shift in rates.