Investing Ideas
The opportunity for short and intermediate bond funds
Assessing the current potential to earn returns approaching core bonds with less risk.
Key Takeaways
- Short and intermediate bond funds may be more attractive than at any point since the Global Financial Crisis (2008), following many years of low interest rates.
- Historically, short and intermediate bond funds have offered attractive returns with significantly lower return volatility relative to longer-duration bond funds.
- Short and intermediate bond funds are less exposed to a sharp steepening of the yield curve, which in some scenarios could drive the underperformance of longer-duration products.
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The opportunity for short and intermediate bond funds
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