Global Fixed Income Diversification: Beyond North America

Against a backdrop of persistent macro uncertainty, geopolitical tensions and shifting central bank policy, Canadian financial advisors are under pressure to build more resilient fixed income portfolios for their clients. For advisors seeking genuine diversification, this North American concentration can limit access to the broader range of opportunities available across global markets. 

NEI Investments’ latest white paper, Global in name or global in practice?, co-authored with Amundi Asset Management (Amundi), cuts through the noise to show what truly global fixed income management looks like in today's environment. Drawing on current market analysis and Amundi's global investment expertise, the paper makes the case for actively managed bond strategies that go beyond borders – tapping into yield and relative-value opportunity, improving portfolio resilience and providing tactical flexibility across duration, credit and currency. 

Key takeaways from the white paper: 

• Why the current macro environment – characterized by sticky inflation, energy shocks and diverging central bank policies – strengthens the case for global fixed income exposure 
• How the average Canadian global bond fund remains heavily concentrated in North America, despite the breadth of global fixed income opportunities 
• The distinct and complementary roles of the NEI Global Total Return Bond Fund and the NEI Global Short-Term Bond Fund in meeting client portfolio needs 
• How active management across duration, yield curves, credit and currencies can help advisors balance income, capital preservation and resilience 
• Current market analysis across major developed markets and emerging market currencies from Amundi Asset Management (Amundi)

Download the white paper now to explore how a truly global fixed income approach can strengthen your clients' portfolios. 

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